Steve Wildes

Steve is adept at dealing with Estate Planning matters, bringing a practical and methodical approach to dealing with family wealth protection and succession. In addition, Steve has many years of commercial experience providing advice to small business, property investors and not-for-profit clients in relation to taxation law and structuring matters.

He has had significant involvement with the operation and advice for self-managed superannuation funds and the valuable family wealth often held within superannuation. This extensive experience, including superannuation pension planning, nomination forms, lump sum payments and living wills is frequently called upon to ensure the most advantageous tax result tailored to our clients’ wishes which are hallmarks of his service.

Steve believes that client service is more than crunching the numbers; it involves striving to ensure that he thoroughly understands your affairs, taking a holistic and detailed approach to every engagement.