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Wealth Building and Private Wealth Management

Most people are proficient at earning an income during their working lives, but many lack the resources or knowledge to build their wealth at the same time. Indeed, most people are too busy earning an income to be able to devote enough time to building their wealth.

Greg and Sonya's expertise is in the creation of wealth for their clients through the design and ongoing management of discrete investment portfolios. These investments can be held within their own names, family trusts, self-managed super funds, private companies, or a combination of these vehicles.

By applying the disciplines which are necessary in building wealth with proper portfolio management, for most people their goal is to accumulate sufficient wealth over a period of time to allow their portfolio to generate sufficient income to finance their retirement.

Depending on how much funding you can apply to commence your private portfolio, how much money you can contribute along the way, and how long you have given yourself to achieve your goals, proper wealth building and private wealth management strategies could mean the difference between being able to live comfortably from your own investments compared with relying predominantly on Government support.

As with most matters to do with finance, the earlier you start, the easier it will be to reach your goal, and there is no better way to start than contact us with your query or to arrange a free consultation with Greg and Sonya.