Services

Wealth Creation
Our approach to wealth creation aims at providing our clients with the financial security to live the lifestyle they want, in the timeframe they expect. Our wealth creation strategies therefore maximise the opportunities for creating wealth for our clients.

• We create strategies to reduce and defer taxation through gearing, franking credits and tax deferred investments.
• We use diversified portfolios to reduce risk and volatility when investing for our clients.
• Our portfolios include managed funds, direct shares, initial product offering, wholesale managed funds, listed and unlisted property trusts and private equity funds.

An important part of wealth creation, is gearing. Our gearing strategies may be in the form of 100% reduced financed investments, margin lending and capital protected finance products.

Wealth Management
At Cantor we have our own license which allows us to independently create your portfolio, without bias. This enables us to choose whatever investment we believe is the best one for you. This is truly independent advice.

We also do our own research and combine this with information from other market researchers to provide you with the best possible management of your portfolio. The research we do allows us to create low volatility portfolios.

Our financial advisors will build a relationship with you and will provide you with regular contact, reviews, updates and reports so that you will always rest easy, knowing that your investments are well managed.

We provide truly holistic wealth management solutions to our clients. Our integrated service offering focuses on our clients' interests and expectations and includes:

• Asset allocation
• Gearing
• Tax effectiveness
• Diversification
• Portfolio management
• Investment management

Superannuation

If you are planning for your retirement and are seeking financial security through management of your superannuation, Cantor is the place for you. We will help you to create a tailored strategy to fund the lifestyle you want on retirement.

Our advisors are constantly researching and keeping up-to-date on industry trends and changes to legislation in the areas of superannuation and superannuation taxation.

Our financial planners will monitor the progress of your investment over the years to ensure that your strategy is relevant and that you are on track to meet your retirement goals.

If you are already retired, then our advisors have the expertise to create a strategy for you and your situation.

Maintaining your capital while meeting your lifestyle objectives is one of our core strategies.

We will help you to manage unforeseen events and circumstances to ensure you are still able to enjoy the lifestyle that you want and had planned for.

We will also provide you with estate planning to ensure your dependents are looked after.