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Allied Services

Wealth Management

We help clients in Newcastle and the Hunter Valley manage and grow their net worth.

At Hamilton Taggart Business Advisors we work with local industry experts to connect you with services aligned with those we offer.

We may refer you to colleagues that offer services that complement what we do to give you a rounded financial advice team.

You can be assured that we will connect you with people we know and trust.

Wealth Management

Hamilton Taggart Business Advisors is your Newcastle wealth management specialist and offers a range of services and expert advice to help you manage and grow your net worth.

Whether you’re running an established business, managing a successful investment portfolio or just starting out, our experienced Newcastle wealth management specialist accountants will partner with you to help you set financial goals to build a prosperous future to achieve the lifestyle you are working towards.

We connect you with experts in wealth management in Newcastle, including the following services:

If you’re looking for effective wealth management in Newcastle that can help you achieve your long-term goals speak with one of our team members today on 4962 2022.

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Financial Planning

It’s never too early – or too late – to start planning for your retirement. The retirement planning experts Hamilton Taggart Business Advisors connect with will go the extra mile to ensure you are on track for a safe, secure and prosperous retirement.
Our network of experts will help you set your retirement goals, create a clear strategy to help achieve the lifestyle you deserve after a successful career, and protect your investment until you’re ready collect.

Our retirement planning experts will connect you with the right superannuation fund for your needs, diversify your investment portfolio for sustainable returns, set a risk profile that suits your stage in life and desired returns, and advise on when to make extra super contributions that will build your wealth tomorrow while reducing your tax burden today.

Learn more about how our retirement planning experts can set you up for a prosperous future and speak with one of our team members today on 4962 2022.

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Retirement Planning

It’s never too early – or too late – to start planning for your retirement. The retirement planning experts Hamilton Taggart Business Advisors connect with will go the extra mile to ensure you are on track for a safe, secure and prosperous retirement.

Our network of experts will help you set your retirement goals, create a clear strategy to help achieve the lifestyle you deserve after a successful career, and protect your investment until you’re ready collect.

Our retirement planning experts will connect you with the right superannuation fund for your needs, diversify your investment portfolio for sustainable returns, set a risk profile that suits your stage in life and desired returns, and advise on when to make extra super contributions that will build your wealth tomorrow while reducing your tax burden today.

Learn more about how our retirement planning experts can set you up for a prosperous future and speak with one of our team members today on 4962 2022.

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Asset Protection

Protecting both your personal and business assets from possible litigation is essential for all businesses operating today. However, asset protection is an often-overlooked necessity, and failing to put the right protection strategies in place can cost you serious money if things go wrong and have disastrous consequences to your business operations and personal wealth.

You can trust the asset protection experts that Hamilton Taggart Business Advisors connect with to ensure the right insurances and protections are in place within your organisation so you can operate with peace of mind and the security to overcome unexpected obstacles.

Our experts will work with you to develop a thorough understanding of your business and operating environment, identify your business risks, put the relevant insurances in place, ensure your assets are protected, and out your business in a favourable tax position.

Learn more about how our asset protection experts can ensure your peace of mind and speak with one of our team members today on 4962 2022.

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Estate Planning

You haven’t spent a lifetime building your wealth to see it disappear in tax fees when you’re ready to pass it onto the next generation. Hamilton Taggart Business Advisors offers a range of expert estate planning services and advice that will protect your legacy and preserve your wealth so you can continue to run your business with peace of mind.

Whether you’re facing retirement or embarking on a long-term succession plan, our estate planning advice and services will ensure you have a watertight estate plan in place that you control.

We’ll help you implement tax-effective strategies to maximise the value of your estate, optimise your investment plan, ensure the right insurances are place to protect your assets and safeguard your wealth for the next generation of your family.

Learn more about how our estate planning experts can help protect your wealth and speak with one of our helpful consultants today on 4962 2022.

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Self Managed Super

Many business owners and high-net-worth individuals are taking control of their superannuation funds and turning to self managed super to take an active role in their retirement investments with a hands-on approach to superannuation.

The self managed super experts Hamilton Taggart Business Advisors connect with can help you set up, administer and manage a self managed super fund that’s directly matched your individual needs and goals, and maximised to reduce your tax burden.

Check in daily to manage your investments, adjust your risk profiles and check the performance of your portfolios, and implement investment strategies with expert assistance from our experienced self managed super specialists. And, most importantly, have a trusted advisor to help you respond to shifting economic conditions to ensure sustainable returns.

Learn more about how a self managed super fund can give you better control over your retirement investments and speak with one of our team members today on 4962 2022.

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