Who We Help
PATHWAY TO WEALTH
Everyday families who have made good progress on their mortgage and are ready to start investing for financial freedom in 15-20 years.
When you've made good progress on your mortgage it's easy to take the foot off the pedal and just cruise along. However, this is really the right time to make some smart moves with financial and investment planning.
Organising your money and turning equity and surplus cashflow into income generating assets now will ensure financial freedom and independence in the not too distant future.
RETIRE IN STYLE
Self-funded pre/retirees who have have paid off their mortgage (or close), have $1M+ of investable assets and want a clear plan to make their money last for a long, comfortable, stress-free retirement.
This is where all the previous planning and investing really comes to fruition.
Having a strong investment methodology that generates a consistent and reliable tax-free income stream, that isn't affected by market downturns is paramount.
INHERITORS
People who have recently inherited money from a loved one make up a large portion of our client base.
Receiving money from an inheritance can be emotional and unexpected but once the dust has settled it can also be a great opportunity to set up your future.
How you allocate the funds will depend on where you are right now in your financial life and where you want to be in the future.
Strategies to consider will vary from getting into the property market, paying down the mortgage, investing in shares and/or property, contributing to Superannuation, and even starting a business.
Talking to a professional financial planner and considering a range of different scenarios is critical to getting the best outcome.