Wealth Creation, Superannuation and Investment Planning.
Wealth creation starts with simple steps to address your time frame, risk profile and ability to save or invest. Once we understand your needs and objectives, we can address the best form of wealth creation for you, be it to reduce your mortgage rapidly or to compound your retirement savings.
We are licenced and experienced in dealing with many investment vehicles and products which will ultimately be structured to meet your individual needs. Whether it be a simple term deposit or managed fund, or a more complex direct share portfolio, we are able to recommend and manage a portfolio to suit your individual needs.
Many people find that they need to look at strategies to increase the amount invested to achieve these goals and this can be done by various borrowing strategies which often bring tax efficiencies to bear as well. Your GM adviser has all of the necessary tools to recommend a wealth creation strategy that is right for you.
The extent and complexity of your strategy will depend on your situation but can include;
- How best to structure your investments including trusts, companies and Self Managed Superannuation structures;
- Asset Allocation Strategies that best meet your goals and risk profile;
- Superannuation Strategies including the option of setting up a SMSF;
- Investment Advice and Management for all asset classes
- Exclusive access to IPO’s;
- Exclusive alternative investment opportunities including, but not limited to, Capital Protected; and Gearing Strategies, Private equity, Infrastructure and Enhanced yield investments.