Who We Are
Power Wealth Management was established in 2010 by James Power, who was driven by the desire to help his clients secure their financial future and to live the lifestyle they want by helping them make the right decisions regarding their financial affairs.
What We Do
Power Wealth Management assists our clients to build and protect their wealth using property, self-managed superannuation and sensible gearing as the cornerstone of their financial plan. We offer a customised, personalised service to our clients and work together with them to help them make the right decisions to achieve their lifestyle and financial goals.
We deliver expertise in the following areas, either ourselves or through our partners:
- Lifestyle planning
- Superannuation, retirement and tax planning
- Investment policy formulation
- Debt and cash-flow management
- Personal insurance
- General insurance
- Estate planning
- Business succession planning
- Residential loans
- Commercial loans
- Mortgage analysis and refinancing
- Self-managed super fund borrowing
Why We Are Different
We help our clients to make sound investment decisions and to use appropriate investment structures to minimise tax and maximise asset protection. We spend the time to understand your needs and apply our expertise to your personal situation to devise suitable strategies that offer the best opportunity to achieve your goals. We are rigorous in our process to understand what your lifestyle goals are as this forms the cornerstone of your financial plan.
