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What is wealth management and what are the keys steps you should take to make sure you reach your long term goals?

As Australia's largest intergenerational wealth transfer in history unfolds (forecasted to exceed $3.5 trillion by 2050), dubbed the Great Wealth Transfer, families with substantial wealth face a new, more nuanced challenge: how to emotionally and psychologically prepare the next generation to receive and manage it?

In 2025, high-net-worth investors face a financial environment defined by complexity and change. So how can you future-proof your financial position?

As market volatility and inflation continue to challenge traditional portfolios, more high-net-worth investors in Australia are exploring alternative investments to diversify risk and enhance long-term returns. From private equity and real estate to infrastructure, venture capital, and collectibles, alternative assets are no longer niche, they're essential tools in building a resilient and future-focused portfolio.

For high net worth individuals in Brisbane, effective private wealth management isn't just about growing assets - it's about preserving wealth across generations, aligning financial strategies with personal values and adapting to Australia's evolving tax landscape.

The Australian Government is proposing a new tax measure, known as Division 296, which will be aimed at individuals with superannuation balances exceeding $3 million.

Contrary to what many people may tell you there is no quick way to get rich, other than say winning the lottery. Building wealth usually takes time, discipline, knowledge and sound strategies. In this article, we explore five of the most effective wealth creation strategies in Australia - designed to help you take control of your finances, grow your wealth, and achieve your life goals.