"Moving over to House of Wealth has been a real eye-opener to what's possible when clever accountants really go to work for you. Restructuring my local restaurant / takeway tax affairs has slashed my tax bill by more than $45,000 per annum!"
Kevin, Boronia
WOW! That is significantly larger return than I was expecting. Happy days! This has likely pushed my move back to Melbourne up by a couple of months! When I am down, drinks are on me!
Mark
I'll definitely send over the next invitation we have for speaking at an event. You're front of mind when it comes to referrals!
Thanks for your expedited response and your tireless efforts in maximizing my tax position. You have always been very proactive and a person that we can depend upon for all our taxation needs. Your advice throughout the years has been invaluable!
Nick
they are the best... So much so Im in Perth and they have been doing our accountancy work for years.
Rick
"I have been with the House of Wealth for 5 years and recently purchased an advertising agency. This simply would not have been possible without the help of Wilson.
He guided me through this difficult period from beginning to end. His level of service and response times were impeccable. I rate Wilson as highly as I rate anyone in business"
House of Wealth was extremely helpful and was happy to chat over the phone! Thanks again for the recommendation.
Wilson Fung
Managing Director
“We always tell property investors to talk to us before buying property. Australia has one of the most complicated taxation systems in the world. Without planning and tax efficient holding structures it’s easy to see healthy profits eaten up by tax.”
Wilson Fung
Managing Director
“We always tell property investors to talk to us before buying property. Australia has one of the most complicated taxation systems in the world. Without planning and tax efficient holding structures it’s easy to see healthy profits eaten up by tax.”
Learn how we can protect and grow your wealth
Asset Allocation - Which Investments Are Right For You?
Depending on your age, circumstances and investment objectives, a good choice for one investor may be totally wrong for you.
As portfolio managers, we invest thousands of hours into finding value in amongst the vast array of investment options available. We combine that knowledge, and the detailed needs profile we create for each client, to assemble a portfolio of investments that will best suit your needs.
We weigh up and balance your need to protect capital with your need for growth. Typically, you should be more growth oriented if you are young and more risk averse as you near or pass retirement.
Asset Ownership Structuring
Besides fluctuations in market value and hidden management fees, there are a quite a few adverse forces that can greatly reduce your hard-earned wealth if you don’t have the right ownership structures in place.
Tax traps, legal proceedings for divorce, inheritance and other disputes can all take big bites out of your fund without proper advance groundwork.
Super funds, various types of trust and other ownership structures can go a long way towards protecting your money against these forces.
At House of Wealth, advice on structuring is a big part of what we do for you.
Provide for Yourself, Your Family and Future Generations
Some people plant trees so they can enjoy the fruit themselves. Others do so because they like the idea of creating a legacy that will benefit their grandchildren and great grandchildren.
Whether you want to plan for a comfortable retirement, your kids’ education, or something that will give their kids a good start in life, none of these things are likely to just happen by chance. It all starts with a well-structured and carefully managed investment portfolio.
Monitoring and Valuations
Keeping track of what you own and how well it’s performing plays a vital role in good investment decision making.
As such, every quarter we provide you with a written valuation of your portfolio based on recorded market values for liquid securities such as shares or bonds, managed funds and market estimates for less liquid assets like real estate.