Access FP t/a Fortitude Wealth Partners 2018

08 9381 6811 Get in touch
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Lending and debt management services

Wealth Planning

Gearing is a proven strategy for multiplying your wealth-creation potential and accessing new investment opportunities sooner. But debt also needs to be carefully managed, both to keep costs under control and to avoid excessive risk. That’s because gearing can multiply losses as well as gains.

We can help you use gearing more effectively, with a disciplined debt management strategy designed to:

  • Maximise tax-effectiveness by balancing investment and non-investment debt to achieve the best after-tax outcome.
  • Multiply capital gains with geared investments tailored to your investment time-frame and attitude towards risk.
  • Drive down after-tax borrowing costs by securing lower-cost loans and structuring repayments for maximum effectiveness.
  • Manage risk through prudent debt management and a range of strategies including hedging, liquidity strategies and capital protected investments.

 

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Phone: 08 9381 6811
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Our Location

68 Churchill Avenue,
Subiaco, WA, 6008

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Copyright © 2019 Access FP t/a Fortitude Wealth Partners 2018. Wordpress Website by The DMA

Access FP t/a Fortitude Wealth Partners 2018 ABN 85 162 298 286.
Authorised Representatives of Godfrey Pembroke Limited ABN 23 002 336 254, Australian Financial Services Licensee,
Registered Office 105-153 Miller Street,
North Sydney NSW 2060.
A member of the National Australia group of companies.