• Our "One Lens" approach to financial services helps answer many questions....  

  • How do I make my money best work for me?

  • Am I paying too much tax?

  • Is my family covered if something happens to me?

  • Can we afford the lifestyle we want?

  • Will we have enough to retire comfortably?

  • Our "One Lens" approach to financial services helps answer many questions....  

CLIENT PROFILES

SELF MANAGED SUPER

ACCOUNTING SERVICES

Why the ‘One Lens’ approach? from Fusion Private Wealth on Vimeo.

An Integrated and  Holistic Approach To Financial Services

Financial services companies can all seem alike… until you look a little closer.
Our One Lens® approach is what sets us apart from the crowd.

Based in Bella Vista, Sydney, Fusion looks at your total financial situation through one lens – in contrast to the often conflicting or confusing viewpoints that can arise from engaging separate providers for your financial, legal, business, real estate and insurance needs.

The result? A consistent, holistic view of your financial past, present and future, and a single source of advice and service to ensure you reach your financial goals.

We believe that an understanding of the whole is more valuable than the sum of its parts.

Our Services To You

Find out more about our services in:
•    Wealth Management  >>>
•    Advisory & Accounting Services  >>>

Self Managed Superannuation Fund (SMSF) Specialists

One of the most important wealth creation vehicles is the Self Managed Super Fund (SMSF). Fusion Group are one of Sydney’s leading specialists in SMSFs. Find out more about our SMSF services  >>>

NEWS

NOTICE: Regarding Unsolicited Emails

We have recently learned of unsolicited emails that are being sent out, claiming to be “Fusion Financial Services” which typically contain the subject line “Invoice Is Ready For [Insert Name].

While the sender may appear to be The Fusion Group, we want to confirm that this is not the case. The email includes a virus in the form of a Word document, claiming to be an invoice from Fusion. In the event that you receive an email that fits this description, close the message immediately and report it as spam.

Thank you,
The Fusion Group

Controlling your Self Managed Super

Self Managed Super Funds (SMSFs) continue to grow in popularity. What is the large appeal that prompts so many people to go their own way despite all of the obligations and responsibilities of being a trustee – and being regulated by the Tax Office? … more

Are Your Inactive Bank Accounts at Risk?

We’ve all heard about the “lost billions” sitting in idle superannuation funds around Australia but are you aware of what’s happening to hundreds of millions of dollars sitting in “inactive” bank accounts? Read on, you may be very surprised. … more