Bojan Palic
Wealth Architect
I help professionals design and implement their personalised Wealth Creation Blueprint
Services
What I do
#1
Wealth Protection
I ensure that you have the correct foundation laid in order to protect the wealthy you accumulated up to now. This might include solution such as Life Cover, Income Protection, Disability Cover, Buy and Sell agreements and Key Person Insurance
#2
Wealth Creation
We develop a Blueprint to create wealth based on your financial objective over the short-term, medium-term and long-term. This might include things such as Retirement planning, Child Education Planning as well planning for life experiences such overseas trips and starting a business.
#3
Estate Planning
I ensure that your estate is structured in such a way as to protect your assets and minimize the tax burden on your estate so your hard earned wealth will can continue as a legacy
Why Choose Me
Accurate Record Keeping
Accredited
I am an accredited Financial Advisor with team backing to ensure your taken care of
Wholistic Planning
We take your whole financial plan into account from long-term risk, to retirement and investment, estate planning, medical aid, short-term insurance.
Personal
No too people are the same, so neither should your Wealth Blueprint be. Every plan we work is personalised to every person's unique goals and circumstances.