Holistic Wealth Planning

Turn dreams into reality with holistic wealth strategies.

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Frontier Wealth Group is proud to offer tailored, end-to-end wealth solutions, with all the expert consultancy and professional services you require under one roof.

We’re here to help you

Our integrated advice solutions in financial planning, mortgage broking and real estate ensure that every client receives boutique advice, tailored to suit individual needs. We’re here to help you build, manage and protect your wealth through intelligent investment advice drawing on more than 25 years of dedicated industry experience.

Your journey to wealth

Are you a first home buyer, existing home owner looking to upgrade, or a professional keen to grow your portfolio? Our financial specialists are on hand to guide you through the process. We are friendly, flexible and extremely knowledgeable. So, whether you invest as an individual, or through a family trust, company superannuation or a Self-Managed Super Fund (SMSF), we can help you find the perfect fit.

Our approach

We take a holistic approach to the acquisition, management and protection of wealth. This entails guidance, support and general wealth education, where needed, providing the knowledge and resources you need to feel confident in your investment journey.

  • review your budget and overall finances
  • help you set up and administer your SMSF,
  • choose the appropriate underlying investments,
  • set up personal insurance policies to protect your wealth,
  • help manage your share and property portfolios and
  • work out a tailored retirement and succession plans.
Start your journey