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 by Fiducian Financial Services Canberra

Authorised Representative of Fiducian Financial Services Pty Ltd, ABN 46 094 765 134, AFS & Australian Credit Licence No. 231103

The information of this site is general in nature.  It does not take your specific needs or circumstances into consideration, so you should look at your own financial position, objectives and requirements and seek financial advice before making any financial decisions.

You should also read the relevant Fiducian Product Disclosure Statement and Financial Services Guide before making any financial decisions. Call 02 6162 2656 for a copy.