Mon-Fri: 9:00-17:30

then enjoy it

get what you want,

There are two goals in life;

SERVICES WE OFFER

Our range of services are customised for you

Cash Flow

Debt Management

Investment Choices

Superannuation

SMSF

Insurance

Ongoing Relationship

Analyse your cash flow

Taking a hard look at where your money goes will help you prioritise what is necessary spending and what is wasteful. We’ll start with your expenses and lifestyle choices and work out ways to make more of your money.

“The first step toward change is awareness. The second step is acceptance” - Nathaniel Branden

By understanding your lifestyle preferences and aligning your budget, you’ll be on your way to achieving your goals.

Pay down your debt

Reviewing your overall debt as a whole will help you commit to debt reduction. Paying off your home loan earlier than planned will free up resources to apply to growth strategies and save you interest.

“Progress is impossible without change, and those who cannot change their minds cannot change anything” - George Bernard Shaw

We’ll consolidate your debts and show you ways to attack your debt, then redirect your savings. Debt consolidation can improve your cash flow. Debt recycling can provide tax advantages.

Make investment a priority

Determine what you want to invest in, why you want to invest, and the time in which you’d like to achieve your investment goals. This helps you see the investment journey ahead.

“Goals are dreams we convert to plans and take action to fullfil” - Hilary “Zig” Ziglar

We’ll teach you when to borrow to invest. Our advice will ensure that your investments are diversified across different asset types.

Gain confidence with your super

Learn the most effective ways to invest your super savings. Drive your savings in the right direction. Simplify the tracking of your super fund’s processes and fees

“Let our advance worrying become advance thinking and planning” - Winston Churchill

We’ll show you how to combine multiple funds, simplify the management of your fund, keep you abreast of legislative changes. Learn about investment strategies, enhance performance and identify risk factor, we’ll even help you find lost super.

Are you ready for funds management?

Our specialist advice will help you determine whether this option is right for you. We’ll take you through the pros, cons and responsibilities.

“Try not to become a man of success but a man of value” - Albert Einstein

Most SMSFs invest in property but we’ll help you diversify your portfolio and remain in compliance with all regulations.

Steadfast support

Life can bring unplanned turns in the road. When this happens you don’t want to change your investment plans to adjust to these turns. Through insurance, you can cover your income so that you can continue to pay expenses, manage your lifestyle and support your family.

“Cash combined with courage in a time of crisis is priceless.” Warren Buffet

By protecting your income, you won’t have to use your investments. By protecting your investments, they can continue to grow.

Steadfast support

Our first priority is you. Regular reviews of your financial plan with you will steer to great results. LIfe changes and we’re ready with you when they do. We’re proactive in providing high level support.

“Tough times never last, but tough people do” Dr Robert Schuller

You design the level of support you want, based on your priorities. We’ll keep you focused, motivated and proactive.

Call us on (02) 8861 1880 or book online

Speak with your Wealth Street planner today to start your journey
Book A Meeting

How We Help

Investment Choices

Tax Solutions

Wealth Protection

Retirement Solutions

Education & Tools

Accelerated Debt Reduction

Smart investing starts with a plan that is focused on what you want to invest in, why you want to invest, and how long you plan to invest.
Most investors build a portfolio over time that includes different types of investments.
These investments will be matched to your lifestyle choices, plans for the future and include evaluations of your income and expected tax liabilities.

We’ll help you look forward to plan what tax you can expect to pay in your lifetime.
A strategy can be developed to reduce the amount of tax you will need to pay. These tax savings will be used to invest in growth assets.

When life’s challenges arise, it is important to have a plan in place that will be there to support you.
This ensures financial crisis is averted when the unexpected happens. By calculating what you’ll need to cover the basics, you’ll be protecting your investments and they can continue to grow. We’ll get you thinking about being proactive in protecting your wealth and your family’s greatest asset – yourself.

We all know our superannuation savings are to fund our retirement, but for many that’s where understanding ends. Knowledge, however, is power and is the key to securing your future lifestyle. Working with a professional who can review your options, consolidate multiple funds and help you re-invest makes the decision making process about superannuation easier, and your future a lot more prosperous.

The combination of the right advisor and the right tools at your disposal will keep you educated, and motivated. With our expert guidance, your financial future is in your own hands.

In your personalised service session we will discuss your goals and educate you on how to make our online tools work strategically for you.

If you’re feeling weighed down by debt, the best decision you can make is to call or email us to discuss your situation. In being proactive early on in the debt cycle, you can save yourself drama and money in the future.
This may include reviewing your mortgage situation, debt consolidation or re-structuring your home loan. The earlier you act, the faster your debt is paid off, leaving you with the funds to re-invest for the future.

“Invest in yourself. Your career is the engine of your wealth”

Paul Clitheroe

1. We understand your preferences

We evaluate your lifestyle choices, your ability to generate income and spending preferences

2. We create a personal strategy

We design and establish a strategic plan that is unique to your lifestyle and your long-term goals

3. We evaluate your plan regularly

We routinely give your plan a financial check-up and revise your plan when your life changes

80% of our clients are referral

SOME AUSSIE FINANCE FACTS

Here’s some facts and figures about Australian retirement
96%
RETIRE ON LESS THAN $43,000 PER YEAR
34%
WANT TO RETIRE BEFORE THE AGE OF 65
4%
OF AUSSIES OVER 50 HAVE ANNUITY FUND OVER $700K
46%
OF AUSSIES WILL HAVE PAID OFF LOAN BEFORE 65Y/O

Call us on (02) 8861 1880 or book online

Speak with your Wealth Street planner today to start your journey
Book A Meeting