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Wealth Strategies

wealth creation strategies

Unfortunately, it is often thought that wealth strategies are only about choosing the right investments.

Sure, the investment selection process is important. Whether you’re considering investments for your super, for your trust or in your own name, the information here could help you.

However, so many other factors also come into play when developing the right strategy for you.

For example, have a look at the diagram here. YOUR tailored wealth strategy should be thought of as the MASTER PLAN.

Wealth Strategies

YOUR Master Plan

So, what are the elements that will underpin your unique plan – your wealth strategy?

Well, it will start with you providing your financial planner with as much detail as possible. In addition to your personal details, this will include such items as:

Why you should consult with your financial planner is well-explained in this short video.

Although the above fact-find procedure is comprehensive, it doesn’t just stop there.  Because, the next stage of your strategy preparation is the analysis of these facts. 

However, no plan would be complete without an understanding of your Risk Profile.

Reason being, is that your risk profile will help determine what type of investments you will feel comfortable with.

As such, you might like to familiarise yourself with the risk profiling process here.

So, if you would like to get more information or make an appointment with our wealth strategist, please refer below:

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