Liberty Wealth Group Financial Planning
Do you want to be wealthy? Financially independent?
Our financial advisor can assist you in obtaining wealth and financial independence by careful management of your financial affairs. This is achieved by assessing your individual circumstances, checking to ensure you have adequate insurance and investing your hard earned money in different types of investments for your future financial stability.
Issues to consider would include:
- Property including negative gearing;
- Shares including negative gearing
- Superannuation including self managed super funds
- Insurances – Life, Income protection, TPD
- Cash and Bonds
- Pensions and Annuities
- Salary sacrificing
- Transition to retirement
- Structuring Investments
- Capital growth –v-cash flow
- Wills and estate planning
- Taxation advantages of different investments
Our advisor can talk to you about different investment classes to ensure you understand the advantages of each type of investment and how it could fit into your portfolio. Further your investments would be reviewed on a regular basis to check the progress of these investments making adjustments for changes in goals and expectations.
Complimentary assessment of your financial affairs
We welcome you to come in for a complimentary assessment of your financial affairs where our advisor will assess your situation and ability to invest and better your financial situation.
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