• Email : info@aimwealth.com.au
  • Phone : 1300-811-474
  • AIM WEALTH

    Make Life Better

    We help businesses innovate and grow

    With years of experience helping businesses to find comprehensive solutions

    Helping you to grow your business

    Comprehensive wealth services that are tailored to meet your individual needs

    Wealth Focus

    road to success

    listen to what you want for your future, then together we create a plan to help you get there

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    Welcome to AIM Wealth

    At A.I.M. Wealth, our Professional Financial Planner will help you to make decisions about your financial situation in order to achieve your personal and financial goals. This doesn’t just relate to simply ‘making money’. It’s a holistic approach that takes into account your individual situation and includes strategies and solutions such as:

    Life & TPD Insurances.
    Trauma Insurance / Income Protection Cover.
    Superannuation.
    Reduction strategy for Mortgage / Loan.
    Wealth creation strategies.
    Retirement strategies.
    Protecting your assets and loved ones.
    Self-Managed Super Fund (SMSF).
    Investments.

    A.I.M. Wealth can offer you even more – when you work with us you will have access to our other team members who are Tax Experts and Mortgage Specialists. Our team will ensure that you’re receiving the very best service and financial strategy for your future, whatever services you need.

    So as you progress through each stage in your life, you can be confident that you are receiving the very best financial advice, to make the process easier and assist in achieving your goals.

    Contact us today, and experience the difference.

    Make Life Better at A.I.M. Wealth.

    Tushar Jani is a director and an Independent Authorised Representative of La Verne Capital Ltd (AFSL 482937)

    Our Services

    SUPERANNUATION

    Superannuation (or super) is a fund specifically designed to help you save and invest for your retirement.

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    SELF MANAGED SUPER FUND

    Self managed super funds (SMSF) are the largest and one of the fastest growing super segments in

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    WEALTH PROTECTION

    Wealth protection is all about reducing the risks associated with wealth accumulation and the

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    INVESTMENTS

    AIM Wealth Investment Services provides independent and personalised asset consulting

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    RETIREMENT PLANNING

    Some Australians will spend more time in retirement than in the workforce. This means you

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    PORTFOLIO MGMT SERVICE

    Portfolio management is about making decisions about investment mix and policy

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    DEBT MANAGEMENT

    Effective debt management is not just about the interest you pay, but also the type of assets you’re

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    ESTATE PLANNING

    We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone

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