Eleonor Klopsch Honoured for Excellence in Finance and Private-Client Estate & Lifestyle Wealth Management

    MELBOURNE, AUSTRALIA, March 05, 2015 /24-7PressRelease/ -- Eleonor Klopsch, CFP , AEPS , BEc, DipFP, FTMA, FNTAA, Registered Tax Agent, is the Founding Director of EWK Private Wealth and has been recognized for showing care, expertise, experience and excellence in finance and private-client wealth management.

Eleonor has over 20 years of professional experience. Throughout her career, she has set herself apart as an expert in the enhancement, preservation and protection of assets of successful individuals and families.

Through her work, Eleonor studies and analyses the state of her clients' finances and makes discoveries about the state they are in and how they can be managed more efficiently. Using this information, she can uncover mismanagement of funds, as well as suboptimal investment strategies, and correct them. Eleonor takes the time to understand the objectives and values of her private clients. In so doing, she transforms clients' financial and personal uncertainty into newfound confidence and security. She is skilled at helping clients achieve optimal strategies to enhance their lifestyle, successfully manage their private assets, their windfalls gained through inheritance, legal settlements and asset transfer in and beyond their lifetime.

One private client remarked, "I have known Eleonor Klopsch for many years. She has managed my family trusts and financial investments and taxation successfully. Eleonor has been the family's financial adviser and all is moving positively. Over the years, Eleonor's work ethics have been very reassuring and we have no hesitation in recommending EWK Private Wealth and Eleonor as a creditable and hard working organisation/person who strives to do the absolute best for their customers."

Another said, "It is a delight to work with Eleonor. Eleonor guided my retirement planning with excellent professional financial advice I needed to consolidate my assets, applied a range of important strategies and structures to put my finances in good order. It was quite complicated. Many people I know have not taken advantage of all the ways our government allows you to maximise your income in order to be self-sufficient in retirement. As a result of Eleonor's empathy and assistance I do not have any financial problems today. I am enjoying my retirement and engaging in all the activities I want to."

Eleonor's achievements include a Bachelor of Economics from Monash University and a graduate diploma in financial planning from Deakin University. She is an accredited estate planning specialist through the University of Technology Sydney, and a certified estate planner with the Financial Planning Association. Eleonor specializes in tax and is a registered tax agent. To maintain connections with other industry professionals, she is fellow and member of the National Tax & Accountants Association, the Australian Tax & Management Accountants Association and the Financial Planning Association. In the years to come Eleonor will continue to grow the company by special recommendations from satisfied clients and consultative work with other professionals.

EWK gives people a secure financial roadmap that simplifies the administration of assets and estates to deliver a comfortable lifestyle. This means EWK clients have peace of mind, relief from complexity, make savings and reduction on taxes and have a real person who cares about them. EWK Private Wealth can help you in the following areas:

Aged care advice
Assets disbursement
Assets ownership
Asset protection (insurance) ownership
Bereavement support and help
Bequests
Charitable gifting
Debt restructuring and pay down
Divorce procedures for assets/liabilities
Document location
Estate protection, creation and maintenance
Estate distribution planning
Fixed interest investments
Family gifting
Income protection
Important document storage and recording
Insurance: personal and corporate
Investment advice
Nomination of beneficiary for superannuation
Power of attorney - Financial
Power of attorney - Guardian
Power of attorney - Medical
Probate, granting and preparation
Property acquisition
Property disbursement
Property ownership
Quarterly asset, dividend and strategic report
Salary Packaging for professionals
Salary Packaging for senior management
Self managed superannuation funds
Share acquisition
Share disbursement
Superannuation asset management
Taxation advice: review and structure
Taxation of dividends advice
Taxation saving
Trustee and Executors advice
Trusts for children
Trusts for grandchildren
Trusts for disabled with court awards
Wills

For more information about EWK Private Wealth & Eleonor Klopsch, visit http://www.ewkprivatewealth.com.au.

Telephone: +61 3 9091 6925
Fax: +61 3 9091 6933
Email: [email protected]

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