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Damien Kerr, CFP®


Name Damien Kerr CFP®
Company Evans and Partners Pty Ltd
Address Mayfair Building Lvl 3
Melbourne, VIC 3000
Phone 03 96319816

My advice is based on developing long term wealth creation, preservation and transition strategies for clients. Broadly, this includes:1. Consideration and implementation of appropriate tax efficient investment structures. This may include the use of trusts, corporate entities, partnerships and superannuation structures as appropriate given your specific goals and objectives.2. Construction of long term strategies for wealth creation and retirement planning. Such strategies include cash flow planning, debt management and contributing to superannuation.3. Maximizing the use of the superannuation environment to take advantage of concessionally taxed pensions during the transition to or in retirement4. Development of wealth transfer or estate planning strategies taking into account offshore inheritance taxes where relevant.Following the implementation of recommended strategies, ongoing advice and regular reviews are recommended to ensure your strategic planning strategies remain reflective of your personal position and the prevailing legislative and economic environment.Either following the above, or in isolation, we also work with you to develop an investment plan that takes into consideration your goals, objectives and overall risk tolerance. The plan is subject to ongoing management and assessment against agreed benchmarks.

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