We will prepare a one page plan for your future, incorporating the following.
- What money you’ll need
- What money you’ll have, and
- How we help you achieve your monetary goals to ensure a prosperous financial future!
You have the option of using either one or more of these key 5 strategies to achieve ultimate financial freedom:
Tax Planning |
Self Managed Super Funds |
| An important and often overlooked (and undervalued) exercise – with effective tax planning every year, you can legally reduce your tax and increase your wealth. | The most popular option for investors who want to control their superannuation. We can help you get started with an SMSF and the purchase of an income producing residential property. |
Debt Recycling |
Protected Share Investments |
| Also known as “Debt Optimisation”, Debt Recycling is an adaptable financial strategy that aims to create wealth over time and improve an individual’s debt structure. | Buying shares with no downside risk! Receive all dividends and capital growth without losing anything if your shares fall victim to the volatility of the share market. |
Increase your Business Value |
Xero Cashbook & Budgets |
| We can set out a 5 year projection of your business value with our new Business “On Track” Plan, along with an action plan on how you can increase it. We can then check-in every quarter to ensure you’re always on track. | We’ll assist you to save money with a lower interest rate loan using our specially negotiated loan offers after analysing your credit cards and loans. |