Financial Planning
Mark Taylor is an authorised representative of Lifestyle Asset Management. Mark specialises in tailored investment strategies for people looking to enhance their investment assets, remove that bad debt from their balance sheet or make the transition to retirement.
Mark is extremely knowledgeable in the Self Managed Superannuation Fund market whether you are in the accumulation phase, transferring to retirement or already in retirement.
We advise on the following:
- Superannuation and pension options prior to, or after, date of retirement
- Income tax specialisation
- Financial planning
- Estate planning
- Will strategies
- Trustee and custodianships
- Retirement and custodianships
- Succession planning
If you would like to discuss higher consistent returns and lower volatility through better risk management please contact Mark by clicking mtaylor@swtchartered.com