Skip to main content Skip to search

Wealth Management

Business People Meeting Corporate Analysis Research Office Concept

At Kottakis and Associates we believe in enriching your wealth and lifestyle.  We can help you achieve your short-term and long-term goals in life by using our financial planning/strategy expertise with focus on your wants and needs.

We achieve this by considering options such as;

-Tax planning

-Investment opportunities

-Self-managed superannuation fund set up and management

-Trust set up and management