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.
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.
Apart from implementing smart and strategic advice that benefits you financially, the most important service we provide is our relationship and ongoing service, which means a trusted reliable professional you can call when you need to.
Are you getting the best interest rates possible on your home loan, investment loans and business loans? Are you looking to consolidate, restructure or reduce bad debt? We can help you look at the best options to suit your needs.
Quite simply having the cashflow available you need to be able to invest and build a financial future, means you need to spend less than you earn. We can help you structure your cashflow in a systematic way to invest that is an automatic process.
This is a great opportunity for a round table discussion, together with your tax accountant to see how we can best structure your tax situation and strategically maximise your tax position overall.
Some key measures that identify clients willing to take the Pathway to Wealth journey and advance themselves in the Game of Money are:
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
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.