Investing & Wealth Creation

Trying to figure out the best way to grow your wealth can leave you dazed and confused.

Shares, fixed income, SMA’s, property, alternative assets, bitcoin… you’ve heard the lingo but what does it all mean for you and growing your wealth?

Your PT Wealth adviser has the knowledge and experience to empower you to make the best possible decisions about how to spend and invest your money. This will include regular reviews with you to ensure you’re on track to achieving the freedom you’ve worked so hard for.

The true purpose of money is to free you from worry, allow you to achieve your dreams and provide for your loved ones. From owning a home to saving for your children’s education, working towards the holiday of a lifetime or growing your nest egg for later in life, your PT Wealth adviser will help build your roadmap to wealth.

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Taking an active interest in your superannuation early is critical to ensuring you maximise the benefits of growing this important asset.

Superannuation is a valuable asset and can set you up for a comfortable retirement, however many of us put off consolidating or managing it, thinking it won’t affect us for many years to come.

What you should consider today is that the small changes you make now can have a big impact over the long term. This could include consolidating multiple super accounts into one fund, increasing contributions to your existing fund or shaking up your mix of investments for a better return by using a self-managed super fund.

Your PT Wealth adviser can take a look at your superannuation and guide you on the best strategies to grow your super for the retirement you deserve.

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Personal Insurance

It seems like there’s insurance cover for just about everything in life, from cars to holidays. However, it’s also important to remember to insure your family’s most valuable asset… you and your earning capacity.

Personal insurance is about protecting yourself and your family, or your business, from a loss which you wouldn’t otherwise be able to financially recover from. However, insurance is not simply a set-and-forget purchase. Although insurance does provide a level of peace of mind, changes often happen in your life that need to be taken into account if you want to properly protect what’s important.

When purchasing or renewing existing personal insurance consider any changes that may have occurred in your circumstances. Changes may include:

  • having a baby
  • purchasing a new house or investment property
  • marriage or separation
  • receiving an inheritance
  • new occupation and/or change to your income

Your PT Wealth adviser will be able to assess what you actually need cover for and have peace of mind that your family is adequately protected.

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Owing property is a goal of many Australians and is certainly an important asset. Whether you are buying or selling your own home or an investment property, obtaining advice and understanding your options is vital.

We help you identify ways to optimise your property decisions with our professional property strategies and advice.

Our property specialist can help you see what’s possible. Together we work with you with an aim to:

  • achieve your target rental returns and investment yields
  • secure competitive property management rates
  • achieve maximum sale value for your property
  • ensure comprehensive protection of your investment
  • optimise tax deductions

We can help you manage all aspects of sourcing, buying, selling, and managing your property.

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Finance – Loans & Lease

Like many Australians, you may need to implement a gearing strategy to help achieve your goals. Whether you are buying your own home, a new car, or investing, the way you structure your debt can have a significant impact on your overall financial position and how quickly you can achieve your goals.

We help you evaluate lending options that make your mortgage or financial solution work harder for you and your goals.

Our Lending specialist can help you see what’s possible. Together we work with you with an aim to:

  • understand & maximise borrowing capacity
  • save on interest repayments
  • unlock your equity
  • consolidate debt & increase disposable income
  • comprehensively and seamlessly manage all your mortgage & lending needs.
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Tax & Business Advisory

Wherever there is income, there is tax. And although it may be inevitable, how effectively you optimise and manage your tax position can have significant benefits for you or your business.

From business structures and family trusts to personal tax returns and activity statements, we help you discover tax and accounting strategies that add value, improve performance and ensure compliance for you or your business.

Our Tax specialist can help you see what’s possible. Together we work with you with to provide:

  • preparation of personal tax advice, tax planning & returns
  • business accounting, tax services & business valuations
  • virtual CFO service
  • review of business structures & strategic business planning
  • continue to adapt & prosper in an era of change and disruption
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This information has been compiled from sources considered to be reliable, but is not guaranteed.