Wealth creation is an ongoing, ever evolving and hugely satisfying process. Through the various stages of the wealth creation process, there are different measures and tools to utilise in order to make it the most effective for you. It requires a solid base with regular attention to detail. That’s what we’re here for.
As with most things, planning early makes a big difference. There are multiple strategies available that ensure we choose a wealth creation approach that is the most effective for you, and your personal circumstances will dictate which is the most appropriate. Our role is to implement those which are best suited to you, through our research and knowledge, to maximise your gains over the long term.
Many of our clients are also focussed on wealth creation for their children, and their children’s children. Wealth succession is an area we focus on, exploring your personal circumstances to determine the most effective strategy from the multiple avenues available.
As with all financial matters, things evolve and circumstances change. The reviewing and tweaking of the process is just as important as the initial strategy formulation.
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Our initial meeting carries no cost or obligation. Usually, this meeting lasts about 45 minutes. It’s designed to let you get a feel for how we work and let us discover what you would like to accomplish. After this meeting, we will mutually be able to decide if it’s suitable to continue on to the next steps of the planning process.
This step will take 1-2 meetings, depending on the complexity of your personal situation. We’ll refine what you’re aiming for into specific, measurable goals and collect all the details of your finances. This is the information that will be used to assess which strategies are best for you and formulate your plan.
Now you can sit back and relax while we get to work. We’ll analyse how to make the complexities of investment (think superannuation, tax legislation, the entities & structure) all work to your advantage to help you get where you want to be. We develop, and present to you a plan that clearly explains each financial step you should take, to help you achieve the outcome you want.
We help you set everything up to get you started, then we stay with you along the way to make sure you keep on track. We monitor your investments and investment markets; we’re there to answer your questions, whenever you need it; we keep you informed of any relevant news or changes to legislation; we systematically review your strategies to ensure they are continuing to meet your needs; and we help make adjustments for any unforeseen changes along the way.