Wealth creation is a tailored advice process, much like a personal trainer; clients can implement our advice and measure the success of their efforts with our engagement.

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Interestingly, the outcome is determined as much by the client as it is by the adviser.

 

We aim to provide advice, explain the use of the correct structures, and share our knowledge and experience so that you can avoid unscrupulous, unethical, or unreasonable investment choices.

 

This will help you focus on the key factors that drive wealth creation.

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The Financial planning process above is followed for every engagement. Increasingly, we find that once we have determined your goals and discussed your alternatives, as well as perhaps your fears, the most valuable and illustrative way to model scenarios is by preparing projections.

 

Projections enable us to assign a numerical value or illustrate the magnitude of the difference each scenario will have.

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For our retirement clients, we can also model various ways to structure their finances, explore potential access to Centrelink benefits, and discuss the associated trade-offs.

 

Projections and modelling are areas where we specialise and excel, and are well worth the investment for clients, as they provide peace of mind.​​