About You

Are you self- employed and building wealth?

  • You may have been in corporate life and starting a new business or you may be in business for a considerable time, but it’s now starting to pay off.
  • At Bâtir Wealth we’ll take the time to gain a complete understanding of your individual needs and goals. You will then receive expert financial planning and wealth management advice tailored to your individual circumstances for both you and your business.
  • Whether you would like more control of your finances, finding the right combination of investments or protecting what you have built, we have the solution for you and your business.
  • Life is full of changes so we will ensure that as these changes occur, you will be able to adapt and cater for them. We are aware that we are not the experts in everything so we will put you in contact with these experts when required to ensure your complete financial and legal life is looked after, giving you time to do what you do best.

Are you self-employed and looking to retire

  • You have put time, tears and maybe even blood into your business and family and it’s now time to prepare for your future.
  • At Bâtir Wealth we will ensure that you are able to have a sufficient income to support the lifestyle you want in retirement and live the life you love.
  • We’ll look at the best structures and use of legislation to ensure that the assets and debt you have built up over time are used to ensure that your retirement is as enjoyable as your career. Ensuring a planner and smooth succession.

Are you a starting you career and looking to build wealth?

  • You have been in your chosen career for some time and now starting to reap the rewards of your hard work. You are now in the position to invest for the first time whether it is in property or shares.
  • At Bâtir Wealth we’ll provide you with tailored expert financial advice so you can watch your savings and investments grow knowing you are doing so in a tax effective manner.
  • We’ll show you the right combination of investments for your personal circumstances helping you make the best decisions for your future.
  • While you have worked hard to build your wealth and are now in a position to watch it grow further, we’ll make sure that you are also protected. No matter what happens, you and your family will be guarded against the unexpected and your future will be catered for.

Are you looking to retire?

  • After working hard for you and your family you are now thinking of what the future holds. You want an income sufficient enough to support the lifestyle you want in retirement without the concern that comes with debt.
  • At Bâtir Wealth we’ll provide you with tailored expert financial advice so you have a clear picture of what retirement looks like.
  • We’ll take you through the strategies that will make the most of debt, super, tax, salary sacrificing and the effects of either receiving an inheritance or the plans you need to put in place if you would like to leave one.
  • Bâtir Wealth will help your explore all of your options to make the decisions that are going to suit your personal circumstances.

Are you retired?

  • After many years of hard work building a career and a family you now want to ensure your future is secure. Whether it be making the most of what you have or protecting what you have built you want to live the life you love.
  • At Bâtir Wealth we’ll take the time to gain a complete understanding of your individual needs and goals. You will then receive expert advice tailored to ensure your future is protected and secure to ensure you can maintain the lifestyle you love.
  • We’ll offer you specialist advice on managing your investments whether they are superannuation, shares or charitable gifting in a streamlined and efficient format leaving you to enjoy your life in retirement.

Click here to begin the journey