Wealth Management

Fusion Group offers you tailored solutions for long term wealth creation and protection of that wealth. Our One Lens® approach provides you with the big picture view that makes your long term financial prosperity come clearly into focus.

Proactive Investment Management

Our team of portfolio experts manages your investments on an active basis and applies discretion to the timing of purchases and redemptions for the best possible outcome. We manage direct assets wherever possible to ensure you remain in control.


Optimal Investment Structuring

We specialize in the structuring of investments for maximum efficiency and tax benefits. Investment structure plays a significant role in reducing the long term tax consequences of a strategy and can also aid in providing asset protection.


A One Lens® approach that considers the whole

We designed our One Lens® philosophy to give you a complete, holistic view of your financial circumstances and a single point of contact to take care of all your financial needs. From Self-Managed Super to Insurance to Estate Planning, we do it all with your personal needs foremost.


Total Transparency

Our focus on your personal needs above all is reflected in our policy of total transparency for transactions and fees. We operate primarily on a fee-for-service basis, and as we take care of services that other firms do not, you enjoy simpler billing with a single bill instead of many.

Fusion offers a comprehensive suite of wealth management services, all of which work together in harmony under our unique One Lens® approach, simplifying your financial future:Wealth Management Services

Fusion Private Wealth ABN 46 152 465 462

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