Wealth Safe

Location :

• Anynomous

  13 October 2016

  Brilliant service!! Could not have asked for a better start to getting my business structure. This world is still completely new to me and I am very impressed with all the resources Warren and the entire team at Wealth Safe have provided to help me understand trusts. Thank you for being so prompt with emails, direction and feedback. Great customer service goes a long way! :) Looking forward to working with you more in the future! I will 100% be recommending!!!

• Anynomous

  21 August 2016

  I contacted Wealth Safe for a very specific tax reason. It was related to an CGT event that was about to trigger imminently. I wanted some advice to check if it was possible to reduce my pending tax bill. Due to my circumstances which involved more than one country, a reduction was unfortunately not possible.
  
  Why am I giving positive feedback on a zero reduction on tax? Well, Warren stayed true to his word and returned his fee. To me, that means a great deal and I'm more than happy to use Wealth Safe in the future should the need arise.
  
  If you're reading this Warren, thanks again.

• Anynomous

  18 October 2015

  Warren and his team are highly dedicated and incredible to deal with. After getting so much conflicting advice from other sources, we were completely confused. Being global business owners, we needed both Australian and international advice, so we reached out to Warren to help us understand exactly how we could structure our businesses to ensure we were well protected. It was vital to us that our future growth and decisions were taken into account.
  
  Not only did Warren give us the highest quality advice, and go above and beyond in ensuring we understood the full spectrum of what we were putting in place, but he has always been available for follow up questions, is always happy to get us on the phone for clarification, and he has shared the expertise in his team with us. At first, we have to be honest, we were really concerned about spending money on a consultation. The outcome is although not cheap, it is the best money we have ever spent. We can see significant savings, know we are structured well, have a fully dedicated and professional team behind us and have expert advice available when we need it.
  
  We can’t recommend Warren and the Wealth Safe team enough. Thank you.

• Anynomous

  26 November 2014

  I have worked with Wealth Safe, in particular, the partners, Alex Mora and Warren Black to restructure my luxury photography business, and legally minimize my tax and ensure my personal assets remain protected. I also wanted to ensure my wills and powers of attorney were in order, and to get our privacy policies and other business agreements fully compliant.
  
  We cannot say strongly enough how happy we have been working with the team at Wealth Safe. Alex found expenses we could claim which none of our previous accountants or bookkeepers had picked up, all perfectly legal. On top of that, Warren’s recommendations on restructuring our business, and using family trusts and second mortgage strategies were powerful and cost effective. Warren also set us up with a high quality bloodline will and power of attorney, and got us motivated with our superannuation, realizing we needed to get a move on with our retirement planning to meet our goals, and facing some sobering realities before we could become financially free.
  
  What we love working with Warren and Alex and the team at Wealth Safe is they think creatively, and don’t do the things the way our other accountants have done so.
  
  We are looking forward to a successful long term working relationship with the team at Wealth Safe, and have no problem recommending them to anyone.

• Anynomous

  05 November 2014

  Thank you so much to Warren and the team at Wealth Safe for the help so generously given to me and my family. You have opened up so many opportunities, and our minds to whole new possibilities in your recent seminar, in how to find investment opportunities, protect our assets, and minimize our tax. We especially loved your passion, Warren, and how you opened up your soul to us, and your own dream projects (ie. business ventures) that you’re looking to set up.
  
  I now know there is more than one way of structuring my business, and I am very excited about the new ways of structuring my property portfolio to save tax, and keep more of the profits in my own pocket to increase my wealth and abundance so I can achieve my dream of sharing it with my families.
  
  I thank you also to Alex, and the team in the accounting division, for helping us with our tax planning, and returns, and getting our compliance in order.
  
  I initially came to your company with hesitation, but I’m definitely 100% plus satisfied with your tax and structuring recommendations, along with the information you’ve opened me up too, and how I can immediately apply that in my life.