Our Services

Our services are tailored to ensure we adhere to individual needs and stages of life; and the challenges and emotions within each:

  • Cash flow and debt management/strategies
  • Wealth accumulation via investments and/or superannuation
  • Tax planning and minimisation
  • Property portfolios and structuring
  • Retirement planning including maximisation of ultimate position, income needs and longevity of funds
  • Wealth protection and contingency planning via personal insurance
  • Estate planning including inter-generational wealth, tax considerations and legacy wishes
  • Multi-entity advice for more complex situations including companies, trusts and Self Managed Superannuation Funds
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Diamond Partners Wealth Management Pty Ltd (ABN 52 604 866 711) is an authorised representative of Charter Financial Planning Limited, Australian Financial Services Licensee.

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