Strategy

Your battle plan for a successful financial future

When we start working with you and reviewing your needs and the directions you will want to take, the first and most obvious elements of your wealth building success strategy will encompass the following:

  • Your goals and objectives defined and reviewed
  • Cash flow planning
  • Taxation awareness and planning
  • Structuring your personal and investment assets to the best effect
  • Superannuation and how to maximise its effectiveness for you through do-it¬†yourself, public offer or pensions
  • Protecting your assets
  • Personal insurances
  • Planning for investments
  • Income splitting: advantages and pitfalls
  • Trusts and companies: are they for you?
  • Your investment priorities: income or capital gain?
  • Investment preferences for direct assets or managed funds
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