
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:
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saving plans;
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superannuation accumulation strategies (including salary packaging options).
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effective investment structures (i.e. superannuation, direct investment, family trust structures)
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geared investment options; and
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property investment.
We also provide advice on suitable investments vehicles, including:
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direct investments (e.g. shares and property);
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managed funds;
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superannuation fund providers; and
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the use of a Self Managed Super Fund (SMSF).
Specialist Planners
Schedule a consultation with one of our Wealth Creation experts.
