Wealth Creation

Wealth creation does not just happen! It is dependent on you supplying all of the relevant facts about you and then your financial planner modelling a set of specific strategies to meet your goals and objectives.

A Lifewealth Financial Plan will address:

• Your life and financial goals and objectives
• Your current financial position
• Your savings capacity
• Your short and long-term income requirements
• Your appetite for risk – known as your Risk Profile
• Tax considerations with an emphasis on tax efficiency
• Gearing Strategies
• Debt Reductions Strategies
• Superannuation
• Retirement Planning
• Personal Risk Insurance
• Estate Planning
• Your financing requirements

Our Investment Philosophy

We recommend a mix of direct investments and managed funds to formulate a fully diversified portfolio of investments to meet your income and growth needs dependent on the stage of your life cycle.

We consider helping you manage your risk in line with your risk profile to be of paramount importance.

Implementation of your Financial Plan

Once you are satisfied that the strategies put before you suit your needs and that you have a comfort level with our investment recommendations, we will implement these recommendations for you.

This includes:

• Completing and lodging all the required applications to establish the portfolio;
• Establishing Cash Management Trust Accounts;
• Placing buy and sell orders for direct shares with our preferred brokers;
• Introducing you to our preferred financier, insurance broker, lawyer as the case may be.

This important function allows you to relax in the knowledge that your strategies are being implemented by our experts.

Peace of Mind

Our commitment to you is, that we look after you and your financial investments in line with our agreed service commitment ... view our guarantee >>