Menu
Managing personal wealth comes with a unique combination of tax and preservation challenges, particularly when balancing current financial obligations with future planning.
Whether you are seeking advice around wealth management, personal tax, family planning and succession, inheritance, retirement planning, managing your self-managed super fund or general investment advice, our team of expert advisors can help optimise your position and safeguard your family’s future.
At Baumgartners, we believe in building genuine and trusted relationships with our clients. Whether proactively planning for the future or dealing with a sudden change of circumstance such as a separation or family death – we can support you no matter how complex the situation.
We can help you with
