Building wealth
One of the most common goals for our new clients is the goal of building wealth.
About
Feel good about your money.
No matter where you are in your financial journey, it’s possible to achieve financial security and success.
Protecting wealth
Once you build your wealth, you will want to protect and conserve it as best as possible.
Managing wealth
You need to be focused and have goals in mind so that we can create the best holistic financial solution that caters to your current needs.
Achieve a level of financial security and wealth you never thought possible
One of the most common goals for our new clients is the goal of building wealth.
There are so many options available in the current marketplace, being able to determine the right strategy for you is critical for your future success. Ultimately, your wealth-building journey will vary depending upon your age, stage of life and end goals.
Our experienced team will take the guesswork out of your wealth-building strategy, working with you to access your goals and shape a solution around three key areas – saving, investment and superannuation.
It’s commonly said, “It’s not how much you earn it’s how much you spend”. We can show you ways to make your savings goal a reality by setting simple strategies in place to help with regular savings plans, cashflow management and unplanned expenses.
We can assist with salary sacrifice strategies to help build your wealth for the future and minimise tax.
Superannuation isn’t a set and forget strategy. It is a constantly changing landscape and the rules around super evolve and change over time. It is crucial that we review and monitor this asset to help get you the best outcome at retirement.
Many people want to take greater control of their super through self-managed superannuation funds. The important thing about self-managed super is that you don’t have to do it yourself as we can help you structure, package and manage your SMSF so that you are comfortable with its direction and ensure that it complies with all the requirements set out by regulators.
As you build your wealth we help you with a vast range of investment choices, from shares, property, and managed funds to more sophisticated investment strategies like gearing. We can help determine which investment scenario best suits your individual needs and life stage based on your risk preference.
Still have questions?
In order to ensure your estate is distributed according to your wishes, we recommend making a will and ensuring it is kept up to date. Drawing up a will is not expensive – especially for the peace of mind it provides.
Our Financial Planners are a team of experienced and knowledgable professionals with a diverse financial backgrounds, in wealth management, people management and other aspects of finances.
The fee for our service depends on the complexity of your needs and varies from client to client. We always quote upfront in a transparent fashion and will only proceed to the next steps if we can clearly identify an opportunity to significantly improve your financial position. We aim to deliver outcomes that far outweigh the immediate cost of implementing our advice.
Having a roadmap and a mentor will ultimately reduce costly mistakes and will keep you on track to achieving the things that are important to you. Our financial planners live and breathe the industry so you don’t have to and can spend your time focusing on things that are important to you.
There are a plethora of areas we can help you explore when it comes to your finances. Our job is to identify which areas would be best to service so that your goals and the needs of your finances are met. We can assist with personal insurance, superannuation, estate planning and investment advice, just to name a few.
Collectively, our experienced team are accredited and acknowledged by the industry standards, including but not limited to:
- Advanced Diploma in Financial Services, Financial Planning
- Member of AFA (Association of Financial Advisers)
- Fellow Chartered Financial Practitioner with the AFA (Association of Financial Advisers)
- Graduate Certificate in Financial Planning