Investment Advice – Wealth Creation

During the early years of full-time employment, saving for retirement probably isn’t high on your list of priorities. Overseas travel, a new car, or perhaps saving a deposit for your first home are common financial goals at this stage of life. Or maybe you’re keen to learn about the stock market and build an investment portfolio.

Building your wealth is all about putting long term strategies in place to help you make the most of your finances. It’s about looking at all aspects of your lifestyle, goals and requirements and developing strategies to suit.

Your wealth creation strategy may involve setting clear short, medium and long-term goals for your future, putting together an easy to follow budget, directing surplus funds to an investment portfolio, implementing tax-effective strategies or implementing strategies to protect you and your family.

Managed Funds

At Quadrant Financial Planning we have the flexibility to advise on investments managed by all the established fund managers operating in Australia providing they meet our stringent investment criteria.

Term Deposits

We are able to advise on a range of Term Deposits offered by a range of deposit taking institutions which ensure our clients have access to the most competitive rates on offer in the market.

Direct Equities

More and more our clients are attracted to holding ownership in everyday companies like Telstra, Woolworths, BHP, CBA or Rio Tinto and benefiting from their profits. Often owning Direct Shares allows our clients to benefit directly in the available tax advantages.

Gearing

We are able to provide advice on borrowing money to invest.