About Fusion Wealth Advisory Strategy
The Fusion Group has been caring for the financial needs of Sydney professionals and business owners since 2006. We’re based in Norwest Business Park, and have clients both Sydney-wide and interstate.
Many Disciplines, One Lens®
The Group delivers professional services across all aspects of your financial life. What sets us apart is our unique One Lens® approach.
Traditionally, individuals and business owners procure services and receive advice from a variety of providers across areas such as:
• Financial Advice
• Taxation Planning
• Legal Services
• Investment Management
Each provider has their own perspective, and the result is often conflicting and confusing advice, not to mention the complexity of making it all work together.
The Fusion Group changes all that. Our One Lens® approach takes a holistic view of your unique situation, goals and objectives so we can provide an integrated solution, tailored to suit your needs.
Best of all, everything becomes clear, simple and easy as you only have to deal with one company, with a single bill for services.
We Look After The Little Things
We don’t just look at the big picture. We know you’re busy, so we take care of the little things for you too, such as:
• Paying the water bill for your investment property
• Taking the burden of dealing with queries, issues and problems on your behalf
• Sorting out finance for your new car
Three Reasons to Choose the Fusion Group
Trust: We believe in building client relationships based on trust and transparency. Our clients consider us to be partners in helping them meet their financial goals.
Comfort: You’ll know your assets are protected and your financial affairs are being proactively managed.
Control: You’ll have total visibility of your financial affairs and a clear plan to achieve your financial and business goals
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.
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