Cutcher & Neale Wealth Management

About Cutcher & Neale Wealth Management

Backed by over 65 years of experience providing personal service and absolute integrity, we pride ourselves on offering a wide variety of services, executed by our diverse team of wealth management specialists.

We understand both the unique circumstances of the medical profession and the opportunities available to you. That means we can help you put the right structure in place now to ensure a lifetime of wealth creation and preservation.

Creating wealth and providing a secure financial situation for you and your family involves more than a one-off investment or financial product purchase.

We offer a holistic approach to consider all your financial circumstances and work on strategies to achieve your goals.

Benefits of C&N Wealth Management

  • We build your portfolio through direct asset acquisition rather than through third-party fund managers - not only is this cost effective, it means you know exactly how, why and where your money is invested.
  • We proactively manage your portfolio to maximise returns within your risk parameters - this includes giving you priority access to offers not generally made available to the retail investor.
  • We protect your financial security - we do this by ensuring that the appropriate estate planning and insurance measures are in place.

We can offer our guidance with the following items. 

  • Asset Protection
  • Estate Planning
  • Investment Loans
  • Investment Portfolio
  • Negative Gearing
  • Personalised Investment Advice
  • Property Syndication
  • Self-Managed Super Funds
  • Surgery Investment Strategies
  • Tax Effective Investment Structuring
  • Wealth Creation
  • Wealth Management Solutions

 

Offer for AMA Queensland members:

Cutcher & Neale Wealth Management offer AMA Queensland members a one-hour review and consultation with one of our wealth management specialists, at our cost.

Book your review


If you would like to take advantage of these benefits, please contact the AMA Queensland Team on (07) 3872 2222 or email the membership team.