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Securing Your Financial Well-Being

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Make Every Post A Winner

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Maximise Your Position. Extend Your Financial Horizons

You are successful in your career. You are reaping the rewards of your years of hard work. You believe it’s time to extend your financial horizons; to maximise the returns from these peak earning years.

At last a little of life’s financial pressures have eased. Mortgage and schooling costs are becoming less of a drag on the budget.

The time seems right to “power-up” your plan to take advantage of the benefits of your hard work. Over the years you have developed even clearer goals for the future. Now you are ready to make every post a winner in the years before you retire.

Investment within Super

We work with you to determine your superannuation vehicle is the most appropriate to your needs. For many this means an Industry or a Retail Super Fund run on your behalf by Fund Managers.

For those prepared to shoulder the responsibilities and with a reasonable super balance, a Self-Managed Superannuation Fund may provide greater control, more flexibility and possibly the option of borrowing for investment within your SMSF. If a Self-Managed Super Fund is appropriate we can advise on the set-up, administration and investment strategy of your SMSF.

Transition to Retirement – depending on your age it may be appropriate to take advantage of the tax efficiencies of a transition to retirement plan.

Investment outside Super

You now have surplus cash flow or possibly a lump sum payment and you want your money to work harder than sitting in a bank account.

Also, you do not wish your money to be locked away in super as you wish to have access to your funds, possibly for your children’s education. You are also looking for tax effective investment alternatives.

We will help you with a wide range of solutions to meet your needs including, if appropriate and totally within your comfort zone, gearing.

Estate and Succession Planning

As your wealth grows, it is time to fine-tune your estate planning and wealth transfer strategies.

These strategies, including succession planning for your business, are necessary to achieve your objectives for the financial well-being of your dependents and you want to make sure they reflect your wishes.

We will work with you in devising appropriate estate and succession plans.

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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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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