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Talking Inheritance with Katrina Wybrow
Financial Windfall
When you receive an inheritance it can be a challenging time.
Your personal Chief Financial officer - Katrina Wybrow
Hiring an experienced financial adviser as your outsourced Chief Financial Officer is a resourceful way to deal with some of the unique issues that an inheritor or someone who receives a windfall gain may face.
By hiring an experienced financial adviser, in the vast majority of cases will be the most cost-effective solution for you. The outsourced CFO service we offer can give you the advantage of an experienced financial manager, and we can assist you to select the best of breed when it comes to building your team of other trusted advisers such as lawyers and accountants. It allows you to have the ability to hire the best advisers and have them properly briefed for the task at hand, without the costly mistakes that come with the wrong hire for your particular situation.
One of the great advantages of working with a firm like Wybrow & Associates is the money you can save by being well advised to take advantage of every opportunity available to you without making costly mistakes. This, in turn, will create the cash flow that can be used to fund your current lifestyle or reinvested for your future lifestyle needs, it is always your choice.
Specialist Aged Care Advice - Katrina Wybrow
The principal, Katrina Wybrow Dip FP CFP has over 25 years experience in financial advice and estate planning.
What sets us apart is that we work closely with our client’s accountants and/or solicitors to ensure that our advice is relevant and consistent with all their current and future business arrangements and that all their advisers are in agreement with our recommendations.
Wybrow & Associates has a philosophy of active portfolio management. It is very important to assess what reward you are receiving for the risk being taken as asset sectors perform differently at various times in the market cycle. We believe however that the most critical area where we can add value for you and our existing clients is through structuring their portfolio tax effectively. We know that if assets are held in the correct and appropriate structures, this will create gains and savings that can be counted on year-on-year.
Investment markets change and while we respond to the changing economic conditions, it is important to understand that investments markets can never be guaranteed.
Therefore structuring a portfolio correctly for an individual’s situation and making tax savings provides you and our current clients with reliable year-on-year growth and genuine savings, every year.