Wealth Safe

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Reviews of Wealth Safe

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  Julie LuxuryPortraits Added September 15, 2017

  ★ ★ ★ ★ ★
  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.

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