Wealth Creation is a process of combining our present resources with investment strategies that will provide sufficient capital to meet your immediate or future capital needs. Wealth Creation will provide you with exposure to growth assets that have the potential to increase your wealth by providing capital gains on your investment capital. Just as important is the income that the investments we carefully select for you to give you that much needed increase in capital value.
Your Wyse Wealth Financial Adviser will be able to advise you on what type of asset classes and products may or may not be suitable to your needs in the following Wealth Creation Areas:
- Cash Accounts
- Diversified Income
- Fixed Interest
- Term Deposits
- Managed Fund’s
- Exchange Traded Funds (ETF’s)
- Self Managed Funds
The specific assets classes as mentioned above can be tailored to your Risk Profile. We recommend that you fill in one of our risk profiles so that you understand your tolerance levels to risk. This way identifying key and specific investments will be vital in your future years of growth. Speak with Justin Wyse today on 1300 850 902.
When you think about creating wealth you should ask the following questions.
- What is my desired Investment wealth creation time frame?
- What do I want to achieve?
- Will I pay too much tax?
- Do I understand the risks?
- What are my available resources?
- Will I need access to my investments?
- What return do I need to earn over the long term?
- Where do I go from here?
Our objective is to educate you so that we can work together and help you not only understand the different type of strategies that we use but also the technical aspects we apply too. we focus on protecting your wealth creation strategies so that there are profits we can utilise to your advantage in the short, medium and long term future.
To discuss the best way to move forward in Creating Wealth for your financial future. Phone 1300 850 902 Or Simply leave your details below.