An Invitation to Wealth
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<strong>An</strong> <strong>Invitation</strong> <strong>to</strong> <strong>Wealth</strong>
Welcome <strong>to</strong> Executive<br />
<strong>Wealth</strong> Manaement<br />
Contents<br />
Many of us lack the time, discipline, or experience <strong>to</strong> ensure our financial<br />
arrangements are in order.<br />
Focusing on the complex decisions involved in protecting and growing wealth<br />
may mean losing sight of the things that created it – your business, your<br />
company, your profession. We can help ensure your money serves you and<br />
your family well in<strong>to</strong> the future.<br />
Executive <strong>Wealth</strong> Management provides a unique personal service that<br />
manages a network of highly credentialed program partners <strong>to</strong> deliver you<br />
greater certainty that your financial goals will be met and your affairs are in<br />
order.<br />
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What we do<br />
Advise<br />
Consolidate<br />
Improve<br />
We ensure that you have tailored advice needed<br />
<strong>to</strong> maximise complex benefit packages and<br />
proactively manage investments, taxation,<br />
superannuation, insurance, estate planning and<br />
charitable giving.<br />
We then consolidate your financial arrangements<br />
in<strong>to</strong> a Dossier. The process provides an independent<br />
review and consolidates all your financial<br />
documents in one place. This ensures you and<br />
others close <strong>to</strong> you have easy access <strong>to</strong> information<br />
and contacts should it be needed.<br />
Wilson HTM Investment Group (Wilson HTM) is<br />
one of Australia’s leading wealth management<br />
firms with over 118 years heritage in the financial<br />
services industry.<br />
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Wilson HTM<br />
A local presence, with a global perspective<br />
As technology and innovation bring the world economically ever closer, it’s important <strong>to</strong><br />
take a floabl view when providing advice.<br />
WIlson HTM has a strategic relationship with major international investment house,<br />
Deutsche Bank. This relationship gives us access <strong>to</strong> comprehensive global investment<br />
research and exclusive share opportunities invlduing Initial Public Offerings (IPOs),<br />
which are made abvailable <strong>to</strong> clients.<br />
Our investment specialists moni<strong>to</strong>r global markets, identify emerging theems and create<br />
assset allocation strategies <strong>to</strong> enhance returns and manage risk in clients’ portfolios.<br />
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The Financial Consultant<br />
Insurance Specialist<br />
Self Managed<br />
Super Fund<br />
Tax Accountant<br />
Trust and<br />
Estate Lawyers<br />
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S<strong>to</strong>ckbroker<br />
Charitable Giving<br />
Specialist<br />
Banking & Financing<br />
Consultant<br />
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Insurance Specialist<br />
The Financial Consultant<br />
Trust and Estate Lawyers<br />
S<strong>to</strong>ckbroker<br />
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Banking & Financing<br />
Consultant<br />
Self Managed<br />
Super Fund<br />
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moluptur?<br />
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quamus millignit.<br />
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aut as quiduci pitemperit aborrum, aut labo. Itae.<br />
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orectempor a alitiis re exceriam, quaepero<br />
minus pro quo dolenim poratqui ommolesed<br />
eventius eostiae ceatio.<br />
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et alia voloratatur sunte quae cum quam, qui<br />
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con perum quos atem quia dolor aut volupta<br />
tataqui odit dist, corescia.<br />
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Tax Accountant<br />
Charitable Giving<br />
Specialist<br />
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Insurance Specialist<br />
S<strong>to</strong>ckbroker<br />
The Financial Consultant<br />
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Trust and<br />
Estate Lawyers<br />
Self Managed<br />
Super Fund<br />
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inumqui dolut eum et ipsae.<br />
Et ut ea volore repuda volut<br />
volo mossim en<strong>to</strong> iduci dolorernatur<br />
sintius.<br />
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fugiant, <strong>to</strong> et occullatqui offic <strong>to</strong> moditis<br />
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quatur? Sed et adit, quat elicita que volore vid<br />
moluptur?<br />
Et faccuptas repe quis consequis eveleniende<br />
nis molupti onsequi audam este alignis vero<br />
omnia nostia excepe doluptiur alit, isquaer spicipsam<br />
quamus millignit.<br />
Veria ant, quae offictis molo quatum quist, sitios<br />
aut as quiduci pitemperit aborrum, aut labo. Itae.<br />
Ut facerovitem doluptatur, nectur, sed quae lignimp<br />
orectempor a alitiis re exceriam, quaepero<br />
minus pro quo dolenim poratqui ommolesed<br />
eventius eostiae ceatio.<br />
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et alia voloratatur sunte quae cum quam, qui<br />
sum earum que odiaspel explandae. Equam volorem.<br />
Venti ut optaqui sum, venia nes maximilla<br />
con perum quos atem quia dolor aut volupta<br />
tataqui odit dist, corescia.<br />
Temquunt archil in pel int porerfero berunt et<br />
odis sere il ium fuga.<br />
Banking & Financing<br />
Consultant<br />
Charitable Giving<br />
Specialist<br />
Tax Accountant<br />
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Get the right<br />
advice<br />
Stephen Wood, Senior Financial Adviser<br />
Executive Shareholder<br />
Stephen’s goal is <strong>to</strong> achieve and maintain a high degree of financial<br />
comfort and security for all his clients.<br />
Stephen has worked in the financial services industry for the past<br />
20 years and accumulated significant experience across superannuation,<br />
funds management and financial planning.<br />
Stephen joined Wilson HTM in 2000 and holds a Bachelor of Business<br />
and is a Certified Financial Planner<br />
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Support and Expertise<br />
David Allen CFP ©, B.Bus (ACC / BKF), Grad Dip App Fin<br />
Stephen’s goal is <strong>to</strong> achieve and maintain a high degree of financial<br />
comfort and security for all his clients.<br />
Stephen has worked in the financial services industry for the past<br />
20 years and accumulated significant experience across superannuation,<br />
funds management and financial planning.<br />
Stephen joined Wilson HTM in 2000 and holds a Bachelor of Business<br />
and is a Certified Financial Planner<br />
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Program Partners<br />
Brisbane BMW<br />
Vehicles<br />
BT Super Investment Insurance<br />
Insurance<br />
McCullough Robertson Lawyers<br />
Legal<br />
Brisbane BMW’s focus on delivering<br />
exceptional luxury vehicles and flawless<br />
cus<strong>to</strong>mer service has contributed <strong>to</strong> winning<br />
countless industry awards over the years. Their<br />
team of highly-trained staff have welcomed<br />
thousands of cus<strong>to</strong>mers <strong>to</strong> the BMW family and<br />
are committed <strong>to</strong> looking after cus<strong>to</strong>mers by<br />
providing a complete BMW experience that is<br />
second <strong>to</strong> none.<br />
BT has been helping Australians prepare<br />
for the best since 1969. Today we help<br />
thousands of cus<strong>to</strong>mers find superannuation,<br />
investment and insurance solutions <strong>to</strong> suit their<br />
personal needs and goals, we’re also a specialist<br />
in financial advice. At BT we understand that it’s<br />
about more than just growing your wealth.<br />
For over 85 years, major Australian and<br />
foreign owner corporations, financial<br />
institutions, governments, private enterprises<br />
and high net worth individuals have trusted<br />
McCullough’s advice on their most critical<br />
challenges. McCullough Robertson are able <strong>to</strong><br />
provide innovative, relevant and commercial<br />
advice in the areas of Estate Planning, Tax and<br />
Structuring.<br />
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Leave it <strong>to</strong> us<br />
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Simplifying<br />
complicated<br />
circumstances and<br />
providing clarity <strong>to</strong><br />
complexity<br />
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Stephen Wood<br />
Senior Financial Advisor, Executive Shareholder<br />
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Contact<br />
Wilson HTM Executive <strong>Wealth</strong> Management<br />
Level 38 Riparian Plaza<br />
71 Eagle Street<br />
Brisbane, QLD, 4000<br />
Phone +617 3212 1949<br />
Email<br />
Stephen.wood@wilsonhtm.com.au<br />
www.wilsonhtm.com
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