Our Services | AurenzaTrustPro

Wealth Strategy Development

A comprehensive wealth strategy serves as your financial roadmap, integrating investment management, tax planning, insurance coverage, and estate considerations into a cohesive plan.

We analyse your complete financial picture—income sources, assets, liabilities, and future obligations—to craft strategies that optimise growth while managing risk appropriately.

Detailed cash flow modelling and projections

Tax-effective structuring recommendations

Risk assessment and insurance gap analysis

$1,847 / initial comprehensive plan

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Superannuation Optimisation

Your superannuation is likely your most significant asset outside property. Yet most Australians leave their super on autopilot, missing opportunities to accelerate retirement readiness.

We evaluate your current super arrangements against your retirement goals, identifying strategies to boost contributions within concessional limits, consolidate fragmented accounts, and select investments aligned with your timeline and risk profile.

Contribution strategy maximisation

Fund comparison and consolidation

Transition to retirement strategies

$985 / consultation

Optimise Your Super

SMSF Setup & Administration

Self-managed super funds offer unparalleled control over your retirement investments, from direct property to alternative assets unavailable in retail funds. But with control comes responsibility.

We handle the complexity so you can focus on investment decisions. From initial fund establishment through annual compliance requirements, our team manages the administrative burden while you enjoy the strategic flexibility.

Trust deed preparation and ABN registration

Annual compliance reporting and audit coordination

Investment strategy review and documentation

$2,495 / setup + $1,190 annually

Explore SMSF Options

Investment Portfolio Management

Active portfolio management goes beyond simple asset allocation. We continuously monitor market conditions, rebalance positions, and adjust strategies as your circumstances evolve.

Our investment philosophy emphasises diversification across asset classes, geographies, and market capitalisations while maintaining discipline during volatile periods.

Customised asset allocation models

Quarterly performance reviews and adjustments

Tax-loss harvesting and dividend optimisation

$1,290 / quarter

Discuss Your Portfolio

Property Investment Advisory

Property remains central to Australian wealth building, but successful property investment requires more than finding a good deal. Location analysis, financing structure, tax implications, and portfolio fit all influence outcomes.

We provide independent guidance on residential and commercial property decisions, helping you evaluate opportunities objectively without the bias of agents or developers.

Location and market cycle analysis

Negative gearing and depreciation planning

Portfolio diversification assessment

$1,675 / property assessment

Evaluate Your Options

Business Succession Planning

Building a business represents years of effort. Exiting well—whether through sale, family transition, or management buyout—requires equally careful planning to preserve value and achieve personal objectives.

We work with business owners to develop exit strategies that maximise sale proceeds, minimise capital gains exposure, and ensure smooth transitions for all stakeholders.

Business valuation coordination

Exit structure and tax optimisation

Post-sale wealth management integration

$3,250 / complete succession plan

Plan Your Exit