Wealth creation

Creating a financially secure and comfortable future for ourselves and our families is desired by us all

Kreston Dormers’ private client team provides clear and pragmatic advice to individuals, successful entrepreneurs, families, professional trustees and charities in connection with all aspects of wealth management.

We specialise in providing wealth preservation advice tailored to your particular circumstances, which helps minimise tax liabilities and maximises tax reliefs.  Our proactive approach means we are often invited to participate in clients’ decision making at an early stage to ensure decisions are legally sound and commercially viable.

In assisting our clients, we advise on any business or personal requirement, from tax, superannuation, asset protection and restructuring, through to property leasing and estate planning, as well as commercial and private disputes.

Our success is based on the proven experience and talent of our advisers.

Our private client services include personal taxation; superannuation; estate planning; financial planning and family office services.

For more information please contact:

Tony Dormer
Tel: +612 9874 8038
Mob: +61 411 545 454
Email: tdormer@krestondormers.com.au

Paul Steele
Direct: +612 8069 8430
Mob: +61 407 409 699
Email: psteele@krestondormers.com.au