Wealth Creation & Investment Management

When your investments are managed, the results are even greater.

Wealth creation is about giving you options to help meet your objectives in the future. We invest to build and grow our money so that we can afford to be financially independent.

Whilst working people can save or invest a portion of their cash flow whilst paying down debts and maintaining their lifestyle. Depending on age, taxable income, free cash flow and needs there are a range of ways that you can look to grow your wealth. When making investment decisions there are a range of factors that we need to consider such as your timeline, risk tolerance, inflation, tax rates, structure and need for liquidity to ensure that you are comfortable with our advice.

Investment Planning

Investments can be made in your personal/joint name(s), a company or via a trust is also an option depending on your situation and can be a useful tool to accelerate wealth creation. There is more flexibility around accessing capital and contributions than the superannuation/pension environment. You may have sold a business, inherited assets, received shares from your employer or simply accumulated cash over time.

Asset Allocation
Is the proportion of your portfolio spread across a number of asset classes, markets and regions. The aim is to achieve a return for an acceptable level of risk by combining asset classes in a calculated way. This also helps smooth the ups and downs of each asset class returns. There are several approaches to asset allocation in common use. They all have their advantages and disadvantages, so it is important to understand the basic differences and how they apply to you.

There are numerous strategies that can be used for Wealth Accumulation, these include:

  • Superannuation Strategies
  • Account Based Pensions Strategies
  • Dollar Cost Averaging
  • Investment Bonds
  • Annuities
  • Managed Funds
  • Direct Share Portfolios
  • Gearing Strategies
  • Separately Managed Accounts
  • Real Return Strategies
  • Debt Management Strategies

Find out more

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