WHERE ARE YOU NOW?
We use the Game of Money® to help describe the different stages of a person’s financial life. The Game of Money® was created as a communication tool to help simplify the financial journey using the four bases of a baseball diamond for a reflection of the various stages within the financial journey.
Pathway to Wealth®
Countdown to Retirement
Setting the Foundations
Retire in Style
- 1ST BASE
Setting the
PERFECT Foundations
At First base we help our clients build PERFECT Foundations. People who are on first base are typically saving for house, protecting their incomes and making sure their superannuation is in the best position possible for long term growth. Often people at first base are starting up or starting over.
with life insurance, total and permanent disability insurance, income protection insurance, trauma insurance, Business insurance, Professional Indemnity Insurance, Buy Sell insurance, Motor vehicle insurance and home and contents insurance. We help get the cover in place to protect the most important things in life, you and the people you care about. Which gives you the peace of mind so you can focus on enjoying life.
Is your super the best it can be? Did you know that the potential difference between a super balance invested moderately versus a super balance invested in high gross assets over a 30 year period can be in excess of 1 million dollars? Its worthwhile taking the time to understand what this could mean for you.
- 2ND BASE
Pathway to Wealth®
Some key measures that identify clients willing to take the Pathway to Wealth journey and advance themselves in the Game of Money are:
People who are committed to achieving financial success over the long term, and don’t believe in get quick rich schemes or something for nothing.
People who are home owners who have built up some equity and are not sure what to do next.
People who have the potential to save more than $300 a week to invest in assets for the future.
People who are aged between 28 and 50 and who have more than 10 years until retirement.
Pathway to Wealth® Strategies
At second base in the Game of Money the Pathway to Wealth program involves some of the following wealth creation strategies
SMART Cashflow
We look at ways to be smart with your cashflow and maximise opportunities where available. A combination of strategies in the Pathway to Wealth program helps you to be smart around tax planning, and we look to maximise those opportunities available to you.
Challenge your thinking
We ask you an unusual question which is - If you were retired right now how much income after tax would you need coming in each year to pay for your lifestyle? We ask you this question to get you thinking about your financial future and about the investment assets you need working for you instead of you working to bring in an income.
Debt Reduction
We look at debt reduction strategies and focus on helping you pay off your home loan as soon as possible. We understand that home ownership is a key goal for many Australian families and we can certainly help you achieve that goal.
Superannuation
We look to accelerate the growth of your super, therefore, creating a nest egg in a low tax environment.
Investment Property
We may consider an investment property if appropriate as a part of your overall strategy. This provides long term asset growth and potentially some tax benefits.
Share Portfolios
We may consider building a professionally managed share portfolio outside of superannuation, if appropriate as a part of your overall strategy.
Contact Us!
Contact Us!
If you have any questions, just fill in the contact form, and we will answer you shortly. If you are nearby, come visit us in one of our offices below.
The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your personal objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.
