Wealth creation is a lifelong process that involves leveraging your current financial resources with investment strategies that aim to provide returns that can fund your current needs and those in the future.
We strive to: Deliver a complete solution for creating, protecting and growing your wealth.
We consider: Your goals, current financial position and investment timeframe, your tolerance of risk and need to access your investments; and tax efficiencies.
Our advice encompasses:
- Investment strategies including gearing and savings plans
- Managed funds, investments and shares
- Asset management
- Personal insurance strategies
- Budget and cash flow planning, savings planning, debt management
- Tax planning in consultation with your accountant or tax adviser
- Retirement planning advice
- Advice on ownership and structures e.g. Discretionary and family trusts, Self Managed Superannuation
- We collaborate with other professionals including your accountant, solicitor, lender, general insurer and stockbroker to create integrated outcomes.
Rounding out our fully integrated wealth creation service is advice for your superannuation/SMSF, retirement and estate planning.
Despite your financial awareness, the demands on you as a mining and resources professional can leave you time poor. Fortunately, efficient cash management can help you to control and maintain your financial position. Using cash management structures to manage your cash flow you are more likely to achieve your short, medium and long-term financial and lifestyle goals now, and in the future.
