After helping thousands of clients over the years, we've discovered there's a four-step process to achieving financial freedom: identify your goals; create a personalised plan to achieve those goals; monitor your performance every step of the way; and adjust the plan if your circumstances change.
Every client is unique. So the first step in creating a financial plan is to understand what you hope to achieve, why this is important to you and what roadblocks may be in your way. We'll also discuss your tolerance for risk and volatility, and whether you prefer ethical investing over traditional investing.
That way, we'll be able to create investment portfolio models and asset allocation strategies that align with your goals, timeframes, and personality.
Depending on your scenario, we'll consider investing in property, shares, managed funds, ETFs, fixed income, investment bonds and employee share schemes.
We exist for two reasons. To grow and protect your wealth. It’s even in our name.
We'll review your income, saving, spending and lifestyle, while also showing you how to manage spending and debt effectively. That way, you'll be able to simultaneously build wealth while sleeping at night.
Superannuation is a powerful, tax-effective vehicle that, when managed effectively, will allow you to retire sooner and with more money.
Secured Wealth will review how your superannuation or SMSF is structured, analyse how your funds are invested, and manage your pre- and post-tax contribution limits. This will be done at the start of our partnership and on an ongoing basis.
This will help you maximise your returns and achieve your goals as efficiently as possible.
Stopping work can be daunting when you don’t know what’s coming next but liberating when you’re prepared. To set you up for this next stage in your life, we’ll create a personalised plan that gives you clarity around:
Every financial plan should include a clear, considered strategy for how to allocate your assets when you pass. We will work with you to ensure:
