Wealth Strategies

Securing Your Financial Well-Being

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Off To A Good Start

young couple planning their finances

Setting The Foundations Of Your Future Financial Well-Being

Your studies and training are behind you. You have made a good start and you are on the way to being established in your business or career and you are comfortable with your lifestyle. You understand your needs and you are looking to set up a wealth creation and protection plan to satisfy your goals for today and for the future.

We listen carefully to your unique needs and goals. We understand that at this stage of your life you may not have a lot to invest but you wish to build a good foundation for the future.
We tailor a strategic financial plan just for your circumstances. So you can make decisions appropriate to achieving your goals.

Wealth Creation

We’ll work with you to set up a tax effective investment portfolio appropriate to your attitude to risk and to your current and future plans.

Cash Flow Management

Together we will explore allowable tax minimisation strategies including salary packaging, superannuation, and if applicable, loan re-structuring, so that you may maximise investment for the future while enjoying today.

Protection from Risk

We will help you minimise risk by recommending insurance at a level appropriate to your current responsibilities and liabilities.

We Listen, We Tailor, You Decide!

Typical Client Feedback

We are happy to receive your feedback as your needs and objectives are our only priority.

  • Thank you, we finally have a plan to work towards.
  • Now I can measure my progress towards achieving my goals.
  • As an older retired couple we were very concerned about the share market “roller coaster” ride and we were so relieved when you found us a solution providing reliable income and the peace of mind we needed.
  • I am much more confident about my impending retirement now. I am putting more away for the future and saving tax as well!

Why Not Find Out More For Yourself?

Call or email us to organise an information meeting with us. Totally obligation-free and cost free, its purpose is to help you reflect on your goals and understand the process to achieve them.

Like us, you know that it is important to be well informed before making any decision on who you are going to trust to advise you on the best options to secure your financial well-being.

Book your free one-on-one information meeting here now.

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Obligation-Free Information

Interested in learning how you can look after your long term wealth, whilst enjoying your preferred lifestyle?

Call or email Wealth Strategies today to organise a one-on-one obligation-free cost-free meeting.

We Listen, We Tailor, You Decide!

The information contained within this website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, Wealth Strategies will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.

Eastern Rainbow Wealth Strategies Pty Ltd trading as Wealth Strategies is an Authorised Representative of Sentry Advice Pty Ltd AFSL 227748

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