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Wealth Creation

As investment guru Warren Buffet once said “Today people who hold cash equivalents feel comfortable. They shouldn’t. They have opted for a terrible long-term asset, one that pays virtually nothing and is certain to depreciate in value.”

Investing is a powerful wealth creation tool. A considered and well researched strategy can give you the financial means to have choices in your life and choose your own path.

Whether you are an experienced investor looking to expand your wealth or a novice who is interested in taking the first steps towards building a portfolio, our experienced team can develop a tailored strategy based on your financial goals, risk tolerance, investment time frame and circumstances.

As well as creating your personal wealth creation strategy, your financial adviser will regularly review and adjust your financial plan to accommodate for any changes in your situation. This will ensure that your financial plan and wealth creation strategy are always working for you at every stage of your life.

MAKE YOUR MONEY WORK FOR YOU!

Here some are some strategies your Financial Adviser can incorporate into your Wealth Creation Plan:

  • Develop a Spending Plan to identify surplus cash

  • Create a Regular Savings Plan

  • Invest in Managed Funds

  • Property Investment

  • Direct Share Trading

  • Borrowing to Invest (i.e. leveraging)

  • Superannuation Strategies

If you are an experienced investor looking for a fresh approach to your portfolio, or are just starting out and need expert guidance, book a complimentary initial meeting with Sydney Wealth Advisers.

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