Investing is essential for wealth creation.
Not only is it important to consider the types of investments, but the appropriate structures to use to assist with asset protection and tax effectiveness.
A client’s tolerance to risk and time frame are also very important considerations.
The starting point is working out a family budget and ensuring you have surplus cashflow.
In consultation with our alliance Accounting partners Marlston Taxation and Business Advisers, we consider the appropriate structure/s and then recommend and establish a portfolio. We can also organise a regular savings plan for longer term accumulation. The earlier you start the better. Let compounding work its magic.
Portfolio Management
For clients who do not wish to invest in managed funds, we offer a direct investment service and provide a portfolio management and reporting service.