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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. 

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© 2023 Fiducian Canberra. Authorised Representative of Fiducian Financial Services Pty Ltd, ABN 46 094 765 134, AFS Licence No. 231103. The information provided on this site is general in nature and may not consider your specific needs or circumstances. It's important to assess your own financial position, objectives, and requirements and seek financial advice before making any decisions. Please read the relevant Fiducian Product Disclosure Statement and Financial Services Guide before proceeding. Call 02 9876 5432 for assistance.

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