Services

Wealth Creation

Wealth Creation

You have worked hard for your superannuation, investments and savings. Our role is to ensure we have your funds work harder for you.

Historical data shows saving regularly in growth assets can grow wealth substantially over long periods. Using the “rule of 72” it will take 29 years to double an asset’s value if it returns 2.5% p.a. (i.e. 72/2.5) but only 9 years if the asset returns 8% p.a. (i.e. 72/8).

To make your money work for you, we actively manage our client’s portfolios and have access to investment experts in Australian Shares, International Shares, Property, Infrastructure, Fixed Income and Cash.

Click to see how we have helped Mat & Elissa Phillips and Andrew & Amanda build their wealth position both inside and outside superannuation.