Investments

There are many ways to build your wealth and our recommendations will depend on your choice as to how long you want to invest for and how much money you’re aiming to accumulate.

What we do:

• Review your investment structures for tax & inter-generational wealth.

• Recommend a suitable portfolio administration platform for your investments

• Review the liquidity and cash reserves of your investments

• Review your tolerance to different types of investments and ensuring you are invested in a manner comfortable to you

• Review your current assets and liabilities to optimise wealth creation opportunities

• Determine your investment time-frame.

Here are some quick benefits of investing outside of super

Flexibility

You can exit at any time as your money isn’t locked away until you retire, which means you can manage your investments to meet your goals.

Tax effective

Investing outside super may be tax effective as well, because the cost of loans taken for investment purposes may have the benefit of being tax deductible.

Greater control

At any time you can sell all or part of your investments or add more money.

It’s up to you.