Financial Adviser, Accountant, South Melbourne, Black & Krantz, investment strategy advice, financial planning advice, business loans, home loans, retirement planning, superannuation, super choice, leasing, wealth tips, financial security

We specialise in investment strategies and advice, financial planning, home and investment loans, superannuation, retirement planning, business loans and equipment finance, wealth tips and strategies for your financial security

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Wealth Control©

Wealth Control© was created by Black & Krantz as Certified Financial Planners and Certified Practising Accountants to provide you with top level professional advice.

This is a unique comprehensive four tiered system affording a sense of security that goes beyond matters financial. Simply by knowing "that everything is under control" you gain a degree of confidence that remains right through to retirement.Each of these areas is interlinked to safeguard your existing assets, build greater financial security, reduce expenses and distribute funds tax effectively.

Wealth Protection
Wealth Protection is all about safeguarding the assets you already have and protecting your earning capacity.

How Wealth Protection can assist you:

	Protects your assets
	Safeguards your income earning capacity
	Ensures the most appropriate ownership structures (ie companies and trusts)
	Invests in well-researched and approved investments
	Manages your superannuation
	Appoints Powers of Attorney to make decisions on your behalf if you are unable to do so. Read more about estate planning.
	Utilises Certified Financial Planners that are also experts in business and Tax.

Wealth Creation
Wealth Creation sets goals (ie. an investment portfolio) and implements growth related strategies that enable us to achieve those goals.

How Wealth Creation can assist you:

	Sets goals
	Invests surplus funds
	Uses the tax system to your advantage
	Implements business systems to help you to work smarter
	Balances personal "needs" against necessary "wants"
	Recommends intelligent investing based on expert advice.
	Creates a financial base - owning a home.
	Understands investments and how to minimise the risks.
	Accesses other income streams to create wealth.
	Establishes 'wealth pools' (ie university/holiday/ car accounts).

Wealth Maintenance
Wealth Maintenance is where we monitor and update strategies to reflect any changes to your goals and accommodate market variables and introduce you to the LifePlanner© program. This is the program that organises all your financial affairs.

We can assist you with: How Wealth Maintenance can assist you:

	Updates strategies to reflect changing goals.
	Monitors and adjusts investments as required. · Reviews expenses to reduce waste.
	Reduces and clears non-deductible debt.
	Using the LifePlanner© program gives you complete control of your financial situation
	Investment Review

Wealth Transfer
Wealth Transfer ensures that the wealth created as well as the wealth coming in is dispersed to the people you nominate in the smartest most tax efficient way possible.

How Wealth Transfer can assist you:

	Protects assets coming to you
	Safeguards family financial security
	Transfers your wealth to the right people in the best manner
	Ensures your family pays the least amount of tax
	Reduces the possibility of family conflict over assets
	Addresses the requirements of infants, dependents and family members with special needs.

WEALTH CONTROL© is peace of mind. It has been designed specifically to reduce financial stress, increase capital growth and provide a security that only a comprehensive system such as this can provide.

We appreciate your time and look forward to meeting with you soon.

Principal Member of Financial Planning Association