Wealth Creation

​We recognise that wealth creation is an important part of any financial plan and is essentially a series of achievable goals for the short, medium and long-term.  We offer advice on a range of strategies for wealth accumulation whether you are just starting out or are nearing retirement, including:

 

  • saving plans;

 

  • superannuation accumulation strategies (including salary packaging options).

 

  • effective investment structures (i.e. superannuation, direct investment, family trust structures)

 

  • geared investment options; and

 

  • property investment. 

 

We also provide advice on suitable investments vehicles, including:

 

  • direct investments (e.g. shares and property);

 

  • managed funds;

 

  • superannuation fund providers; and

 

  • the use of a Self Managed Super Fund (SMSF).

Specialist Planners

Schedule a consultation with one of our Wealth Creation experts. 

Peter_Orr - Website.jpg
Tu_Vu - Website.jpg
Cameron_Darrow - Website.jpg

© 2023 by Fiducian Financial Services Canberra