Financial Planning

Financial Planning

Ray White Bulimba working with Anne Street Partners Financial Services Pty Ltd

A world of new, brighter futures; building additional value for your portfolio

As you know, here at Ray White Bulimba, helping you build a quality property portfolio is what we excel at. Our national reach, experience and expertise in residential property is second to none.

Now we can help you build your portfolioeven sooner. We’ve partnered with Anne Street Partners, one of Australia’s leading wealth creation and management organisations to provide a holistic range of financial solutions to our valued clients.

We are part of your long-term wealth creation journey

Through Anne Street Partners, we now have the ability to offer a range of financial services including:

  • Investment guidance
  • Financial advice and guidance
  • Superannuation and Self-Managed Superannuation Funds
  • Taxation minimisation
  • Personal Insurance

Anne Street Partners is a privately owned, nationwide financial solutions provider with over 15 years of experience in tailoring wealth creation strategies for all Australians.  With over 40 years of collective experience, and in excess of 700 SMSF funds under administration, Anne Street Partners Super Solutions team can help with any SMSF related enquiry.

Using super to invest in property

Using a Self-Managed Superannuation Fund (SMSF) you could use your superannuation to invest in property. We are often asked about SMSFs; how they operate, their key differences, the pros and cons of such a strategy and most frequently, how they can be used to invest in real estate. SMSFs differ from other superannuation funds, so it is important to get quality financial advice that suits you, right from the start. With Anne Street Partners, you can receive the advice you need to make an informed decision. Anne Street Partners also provides regular informational webinars, so if you’ve ever considered using a SMSF or have just been curious to see how this structure may benefit you, then this is a perfect opportunity to get the insights you need.

Interested to know more?

Why not attend one of Anne Street Partners’ informative webinars – FREE!

Check back soon to register for the next available time.

Like to know more about Anne Street Partners? Click here

Anne Street Partners Financial Services Pty Ltd (ABN 25 107 671 563 AFSL 258853) Anne Street Partners Super Solutions Pty Ltd (ABN 25 136 878 629)