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What we Offer - Advice & Services

Below is a summary of the advice and services we offer,
separated into those we provide ourselves, directly and those provided by our team partners. 

Firstly, what does Spinifex Private Wealth offer...

Analysing the Data

Wealth Protection

Protection of your current and future wealth via personal insurances.  These typically include:

  • Income Protection

  • Business Overheads

  • Major Trauma

  • Needlestick Injury (Medical Professionals)

  • Life Insurance

  • Permanent Disablement Insurance

Our advice and service typically includes:

  • Reviewing your Insurance Needs and Wants

  • Reviewing any existing Insurances

  • Advice on the most appropriate Insurance solutions (from our panel of insurers)

  • Advice on tax and cash-flow effective structuring of your Insurances.

  • Ensuring that your Insurances tie in with your Will and Estate Plans

Analysing the Numbers

Wealth Growth and Management

This typically includes aspects such as:

  • Tailored wealth creation strategies.

  • Cash-flow analysis
    - clarity on what comes in, what goes out and how to use savings most effectively.

  • Wealth creation structures and vehicles
    - protecting your assets, splitting your incomes and paying less tax by using Superannuation Funds, Companies, Family Trusts etc.

  • Investments:
    - tailored investment strategies to achieve your needs
    - design of tailored investment strategies
    - asset allocation advice
    - tailored Investment Portfolios
    - ongoing management of investment portfolios

  • Superannuation:
    - Choice of Funds
    - Self-Managed Super Funds
    - Investment strategies in Super
    - Contributions strategies
    - Tax strategies
    - Withdrawal and pension strategies

  • Retirement Planning:
    - Income strategies in retirement
    - Annuities/Pensions/Income Streams
    - Social Security

...and what is offered through our professional partners... :

Analysing the Data


  • Tax:
    - all taxes, strategies, returns

  • Advice around tax-effective structuring

  • Financial Reporting

  • Compliance & Audit

  • Business Advisory

  • Business Valuations

  • Bookkeeping / BAS

  • R & D Gov't Grants

Contact us to find out more...

Get in Touch

Legal/Estate Planning

  • Estate Planning

  • Family Law / Divorce

  • Legal disputes

  • Business legal advice

  • Property Law / Conveyancing

  • Building & Construction Law

  • Bankruptcy & Insolvency

  • Employment Law

  • Set up of entities/structures

  • International Tax law

Contact us to find out more...

Get in Touch

Private Banking/ Financing/Lending

  • Private Banking services

  • Financing & Lending incl:
    - Home lending
    - Commercial property loans
    - Building and constructions loans
    - Asset finance
    - SMSF loans

  • Tax loans

  • Debt structuring


Contact us to find out more...

Get in Touch

General Insurances

  • Home & Contents Insurance

  • Vehicle and Machinery Insurance

  • Public Liability

  • Professional Indemnity

  • Professional Negligence (Doctors)

  • Workers Compensation

  • Cyber Insurance

  • Business Interruption

  • Builders warranty

  • Marine/Boat Insurance

  • Strata Insurance

Contact us to find out more...

Feet in the Ocean


  • Investment portfolio management for overseas residents

  • Retiring overseas - Retiring to Asia

  • Migration / Visa services

  • International Tax

  • International Estate Planning

Contact us to find out more...

Get in Touch
Our Services: Service
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