Wealth creation strategies
Here are some of the wealth creation strategies we may help you explore, depending on your needs.
Strategic asset allocation
Asset allocation is the key to achieving the right balance between risk and return. We’ll help you create a truly diversified portfolio that harnesses the growth potential of asset classes like shares and property, while avoiding excessive risk.
Risk management strategies
Depending on your situation, we may recommend a range of defensive strategies to control specific exposures or reduce overall portfolio risk, including hedging solutions, liquidity strategies, and investments with built-in capital protection.
Super and SMSFs
With its built-in tax advantages, super is a powerful vehicle for long-term wealth creation, so it’s important to make the most of it. We can help you take advantage of the benefits super has to offer, while navigating an increasingly complex regulatory landscape.
If you are looking for greater investment choice and control, a self-managed super fund (SMSF) can be an attractive choice. We’ll help you manage the complexities of setting up and administering your own fund, developing a personalised investment strategy that maximises your opportunities while keeping risk under control.
With the right advice, Australian and international shares remain an outstanding tool for long-term wealth creation. But in a volatile market, it also takes careful planning to minimise risk. We’ll help you create a portfolio tailored to your individual wealth management objectives.
The Australian tax system is enormously complex, creating both legitimate tax minimisation opportunities and pitfalls for the unwary. We can help you explore a range of tax-effective investment options, from geared investments to salary packaging and trust structures.