Investment

Understanding the value of financial security and how it relates to your financial values is your first step in attaining a comfortable lifestyle.

We take our financial plans seriously

We want to provide you with direction and discipline to help you secure a comfortable lifestyle both now and for your future. Investing can be complex, there are many different options to choose how to invest your money, so it is important to seek professional advice. Many of our clients find it easy to identify their short- and medium-term goals of up to 5 years. Long-term goals of 5 years and beyond tend to be less precise. When making long-term plans the first step is to set out your financial goals, which means deciding what you want to achieve and by when. These long-term goals once established should be reviewed regularly in response to fluctuations in the markets, government legislation and your own personal situation.

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We takes the time to get to know our clients individually

We look at your present financial situation, including your total assets and debts. We take into consideration things like your career plans – how long you plan to work for before retirement– so we can estimate your future income and savings potential. After discussing your goals and ascertaining your risk tolerance, we will suggest different strategies and investment options that will meet your needs both now, and in the future. For example, superannuation may suit clients wishing to minimise their long-term tax liability, whereas if you are seeking high growth over a long period and are comfortable taking on more risk, you might consider a geared investment. At Generational Wealth Partners we work with you to develop, implement and monitor your financial goals and savings potential.

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