Do you have a successful career or business?
Are you time poor and feel you aren’t giving your finances enough attention?
Our business provides direction on where and how much to invest.
Superannuation is an excellent low tax environment to build wealth over the long term. It is also about investing into things that can help improve the standard of your life before you retire and access your superannuation. It’s also not just about choosing between property or shares. It’s very important to diversify your assets and to hold a combination of property and shares to successfully build wealth.
It’s about how you can take your dollar further – growing your wealth, implementing tax planning, and knowing that you have done what you can to be on track financially for the future. It’s bout being clear and confident with your finances, reducing the stress, and allowing you to focus on your family, career, business or what’s important to you.
We can assist with:
- Choosing the right super fund, risk profile and asset allocation to suit your circumstances.
- Looking at diversification of your assets inside and outside superannuation to reduce tax, build wealth and help support the lifestyle that you want.
- Managing your investment strategies over the long term to ensure your strategy is tax effective in the short, medium and long terms.
- Help you to review your cashflow and identify opportunities to get your income and investments working harder for you.
- Strategies to pay down debt faster.
Life is complicated. We’re the business partner you work with to maximise your financial potential.
Useful Resources
Shares, Property or Cash
If you talk to someone in the Real Estate industry, they will often tell you that Real Estate is a better investment. Conversely someone in finance will typically recommend an investment in Shares as your best option. We all need to hold an appropriate...
Good Debt vs Bad Debt
I thought all debt was bad? Well Not necessarily Good Debt Debt can be “good” or positive if it helps you to purchase wealth building assets. Wealth Building Assets are those that are likely to provide an income and/or grow in value over time. Good debt may also be...
Is Your Superannuation Working For You?
For an Australian on the median full-time income of $72,000 per annum from age 20 through to 67, a 1% difference in investment returns can make a difference of $153,000 or 27% of your superannuation balance Choosing the right super fund for you is very important and...