At Consilium Private Wealth, we have more than 100 Million assets under advice.

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The most important factor that a CFP professional can control is tax. When planning any investment, clients and their financial advisor can control the tax liability. This is why we have different types of investment vehicles, all of which have benefits that could suit your needs. Without a CFP qualified professional educating you in the best possible solution, you could end up paying more tax than the required amount.