synergized

Steve Wilson - Nirvana Wealth Group

Nirvana Wealth Group is a "Fee for Service" full financial planning firm specialising in providing advice on Personal and Business Insurance Planning, Self Managed Super Funds and Pre and Post Retirement Solutions, we are also able to offer advice on debt reduction, investment and tax planning, estate planning and children's education planning.

Nirvana's core philosophies are to
- Offer a high value service
- To work exclusively for you the client
- Fees are not payable unless you proceed with our services
- To be "On Target and O n Time"

At Nirvana Wealth Group we believe there are 9 things that differentiate us from other financial planning firms:
1. We build relationships not transactions
2. We adopt a lifestyle approach to financial planning
3. We will travel to your home or place of business after hours
4. We have set up ongoing review programs for all our clients
5. We utilise the different knowledge and experience of all the planners in Nirvana as no one person has all the answers
6. Our different backgrounds enable us to work in very closely with your other financial adviser, your accountant
7. We believe in a small family of clients not an empire
8. We operate on a fee for service basis so you know the advice is impartial; and most importantly
9. We provide our clients with a "Service Guarantee"

18 May 2010 Topic - Business Succession Planning

This session will review the risks businesses face and how to protect the value of your retirement (your business). Topics covered:

  • Risks businesses face
  • Protecting key people
  • Successful succession
  • Policy ownership
  • Tax issues

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