wealth creation
Creating wealth for a financial goal can be a short-term saving plan for a holiday or a deposit on the purchase of your first home. This could also include more complex goals like early repayment of a mortgage or putting a strategy in place to achieve financial freedom.
moneymechanics. can assist you in planning for these events and tailor an appropriate solution in a tax effective manner.
A comprehensive wealth creation plan may include strategies focusing on the following areas:
- Salary sacrifice
- Borrowing to invest into property
- Borrowing to invest into shares
- Regular savings (Dollar Cost Averaging)
- Debt Recycling
- Margin Lending
- Capital protection
- Alternative products
- Taxation management
- Family trust or other trust structures
