The types of strategies used to generate and create wealth can vary depending on your circumstances, your goals and your timeline. This is why we tailor our wealth creation strategies to your specific situation.

Having a wealth management professional that understands your situation and who can then develop and implement a strategy that achieves your goals is often overlooked by many Australians.

By utilising one of our wealth creation specialists you will have a professional that has more time, resources, education and experience in selecting and managing investments.

This way you’re able to spend more time doing the things you enjoy.

Wealth Creation Strategies

What goes into your strategy will depend on your current situation, goals and timeline. The strategies we develop for you might not be appropriate for the next person as they are tailored specifically for your circumstances. Read about some of our strategies – or techniques you can employ yourself – in our Top 10 Ways to Grow Wealth.

We have successfully created, grown and protected wealth for many of our clients that involved leveraging the following strategies:

Property investment — Building a portfolio

Investing in property is a popular method of building your wealth. Rising market values, rental income and tax benefits through gearing are all ways of taking a step in this direction.

Shares — Invest in the stock market

The stock market is one area of investment where close attention to the markets is crucial.

Stocks, shares and bonds are just some of the options available, and diversification is often the key to profits.

Superannuation — Start investing now for the future

Given that we can’t touch the money until retirement, an emphasis on wealth creating superannuation strategies can be overlooked.

It is important to have the right allocation of assets within your superannuation fund to maximise the probability of your financial success.

Salary Packaging — Leaving you more money in your pocket

Salary packaging is one clever way to restructure your income, enabling you to purchase items out of your pre-tax salary.

Having money for a major purchase or savings plan deducted before you pay tax means that you only pay income tax on the remaining portion.

Other Strategies

To successfully implement a wealth creation strategy, your whole financial world needs to be considered.

Other financial planning elements that should be part of your overarching financial strategy include:

• Retirement Planning
• Tax Benefits
• Personal Protection
• Loan Structuring

Wealth creation is not about spreading yourself thin to take advantage of every opportunity. It is about being smart with your money and your choices.

By talking to one of our team we’ll ensure that we develop a clear picture of where you want to be and how to get there.

How We Can Help

We offer an obligation-free Wealth Review, ensuring that every facet of your financial world is accounted for when devising a wealth creation strategy that is personalised to your wants, needs and expectations.

This initial consultation will leave you with a clear understanding of your financial goals and objectives, guidance and support to help crystallise your short and long-term financial goals.

Speak to one of our wealth creation specialists today to organise your obligation free wealth review to get started on your way to a better financial future!