Step 1. Your tax-effective foundation
Before you even begin to select investments, vast savings and benefits can be made with the best use of legal tax structures, current taxation strategies and tax-advantaged products. You can save tax, maximise Centrelink entitlements, build wealth faster, protect your wealth from creditors and streamline your estate planning.
Step 2. Protecting yourself and your family
The success of a good wealth creation strategy should be secured with a wealth protection strategy. We will analyse both your own and your family’s financial risk and eliminate the financial hardship that could arise from accident, illness or premature death.
Step 3. Building your strategy
Next we tailor a strategy so you reach your goals.
Step 4. Select your investments
At this stage it pays to be very choosy. With the aid of our independent research process, we’re able to build your investment portfolio (superannuation or non-superannuation) piece by piece, using quality investments selected from leading Australian and international fund managers.
Step 5. On-going investment reviews
Regular reviews of your financial situation are essential to ensure you stay on track to reach your goals. The cost and services to be provided will be established by mutual agreement.