Wealth Creation

Written By Chris S

Apart from superannuation and an investment property, have you considered alternative wealth creation options? There are over 800 investment strategies to help build your wealth.

What we do:

  • Identify how much capital you need to achieve your objectives

  • Review current structural mechanisms used to accumulate and protect your wealth

  • Identify investment strategies designed to produce capital growth or income or to manage volatility of returns within agreed parameters

  • Review investment structures to ensure that these add value to your portfolio construction and management

  • Provide advice on managed funds, various structured investments and listed shares

  • Using a gearing strategy – including the advisability and use of margin loans or other structured loan products

Chris S
Next

Estate Planning