Wealth Strategies

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INCOME FOCUSED PORTFOLIOS

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LEVERAGED ASSET BUILDER PROGRAM

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DEBT RECYCLING

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PERFORMANCE FEE PORTFOLIOS

Looking for share market investments to grow your retirement income?

Using the available research for cashflow analysis, dividend forecasting and dividend cover within the company assets, we can provide you with the recommendations needed to grow your retirement cashflow.

Do you want to use your spare cash flow to purchase growth assets in a tax effective manner?

How about investment opportunities that can be used in a SMSF?

We have opportunities available using 100% leverage (without margin calls) and even the ability to have interest in advance loans (effectively 110% interest).

If you’re a high income earner, and would like to leverage your cashflow in a tax effective manner, then give us a call on (02) 9521-2644.

If you would like to pay off your home loan and build income producing assets, then we may have a strategy for you.

An example illustration is provided in the link below for you to read more:

Download file

Do you have an SMSF or Investment Portfolio that you would like assistance managing?

Tired of paying fees for investment advice regardless of whether you lose money or not?

We have the service for you.  It’s the Performance Advice Portfolio offer.  Click on the link and watch the video on the home page to learn more:

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