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Wealth Creation

WEALTH CREATION

There is never a better time to start creating wealth than now. You don’t need a large lump sum to be able to create wealth. Wealth creation is a process of combining your current resources with investment strategies that will provide sufficient capital to meet your immediate or future capital needs.

We can assist you by introducing you to a professional financial advisor, who can map your wealth creation strategy. We can assist by providing input on tax effective structures and general tax planning. The Australian investment market place is one of the most complex and diverse markets in the world.

Your adviser will be able to advise you on what type of asset classes and products may be suitable to your needs in the following areas:

  • Managed Funds
  • Self-Managed Funds
  • Gearing
  • Shares
  • Salary Sacrifice
  • Property
  • Fixed Interest
  • Tax Advantaged Investments

When you think about creating wealth you should ask the following questions.

  • What is my investment time frame?
  • What do I want to achieve?
  • How do I pay less tax?
  • Do I understand the risks?
  • What are my available resources?
  • Will I need access to my investments?
  • What return do I need to earn over the long term?
  • Where do I go from here?

General Advice Warning:

The information contained on this webpage has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.

Disclaimer:

Whilst Optima Financial Wealth Services Pty Ltd  is of the view the contents of this webpage is based on information which is believed to be reliable, its accuracy and completeness are not guaranteed and no warranty of accuracy or reliability is given or implied and no responsibility for any loss or damage arising in any way for any representation, act or omission is accepted by Optima Financial Wealth Services Pty Ltd or GPS Wealth Ltd or any officer, agent or employee of Optima Financial Wealth Services Pty Ltd or GPS Wealth Ltd.

*Optima Financial Wealth Services Pty Ltd Corporate Authorised Representative #1248219 of GPS Wealth LTD AFSL 254544/ABN 17 005 482 726/www.gpswealth.com.au