Supporting Your Financial Future
Wealth management is an essential part of long-term financial planning for small to medium business owners who want to take control of their financial future. At The Garis Group in Newcastle, we help clients protect their assets, plan for growth, and make informed financial decisions with confidence.
Our wealth management services include structured investment planning, superannuation fund guidance, and strategies that align with your business and personal goals. With a focus on stability, transparency, and informed planning, we work alongside business owners to support clearer financial direction and sustainable outcomes.
We also provide support with structure advice, tax planning, and superannuation services, ensuring a consistent approach to long-term success. Whether you're managing a Self-Managed Superannuation Fund (SMSF), preparing for succession, or reviewing your investment options, our team is here to support your journey.
Call The Garis Group today on (02) 4969 4699 to learn how our wealth management services can support your business in Newcastle, Sydney, the Hunter Valley, or online.
Why Choose Us?
Our approach to wealth management is tailored to meet the specific needs of small—to medium-sized businesses seeking structure, clarity, and long-term financial direction. We provide services that support effective planning and informed decision-making across all stages of the wealth journey, focusing on adaptability as business needs evolve.
- Specialist SMSF support
We offer administrative and strategic assistance in managing self-managed superannuation funds in line with ATO regulations and best practices. - Personalised investment planning
Our strategies are designed to align with your business and personal financial goals, focusing on long-term sustainability. - Ongoing professional guidance
We provide consistent, informed advice to help you make confident financial decisions and plan for the future.
We work closely with clients to design practical solutions that reflect their business structure, risk appetite, and growth trajectory. Whether you’re focused on building wealth, managing Superannuation, or planning succession, our services are designed to support clear, goal-driven outcomes across every financial milestone.
Frequently Asked Questions
What is wealth management, and who needs it?
Wealth management is a comprehensive financial service designed to help individuals and businesses grow, protect, and manage their assets. It includes investment planning, retirement strategies, tax efficiency, estate planning, and risk management. High-net-worth individuals, business owners, and those with complex financial needs often benefit most from wealth management. The service provides personalised strategies to achieve long-term financial goals, confirming that resources are optimised and risks are mitigated. Whether you are planning for retirement, building an investment portfolio, or seeking to preserve generational wealth, wealth management offers tailored solutions to support your objectives while addressing immediate financial priorities.
How does wealth management differ from financial planning?
Wealth management encompasses a broader range of services than financial planning, focusing on the holistic management of an individual’s or business’s financial life. Financial planning typically addresses specific financial goals, such as budgeting, saving for a major purchase, or retirement planning. Wealth management, on the other hand, integrates these elements while also considering investment strategies, tax optimisation, estate planning, and asset protection. It is a more comprehensive approach that caters to individuals with substantial assets or complex financial needs. Both services are valuable, but wealth management provides a deeper, ongoing partnership to optimise overall financial health and legacy planning.
How can professional wealth management benefit my financial future?
Professional wealth management helps streamline financial decisions by offering advice tailored to your unique needs. Advisors create strategies to maximise asset growth, minimise tax liabilities, and protect against risks. Wealth management confirms that your financial goals—such as retirement, education funding, or legacy building—are systematically pursued while addressing immediate concerns. Professionals also provide insights into market trends and investment opportunities, confirming your portfolio remains aligned with your objectives. By consolidating multiple financial aspects into a cohesive plan, wealth management promotes long-term financial stability and confidence, allowing you to focus on other priorities while your wealth is effectively managed.
