Wealth Accumulation

Wealth Accumulation

At Wisdom Wealth Services we can help you make the most of your income to improve your wealth over the long term. We can tailor a wealth creation plan to suit your individual needs and goals. We also encourage our clients to stay away from "get rich quick schemes" and advise them to rely on a tailored range of proven structures and strategies.

We can help you with:

  • Mortgage reduction plans
  • Regular saving and investment plans
  • Dollar cost average strategies
  • Share portfolio advice
  • Managed Fund portfolio advice
  • Property advice
  • Tax structuring advice (e.g. use of family trusts)
  • Gearing - Margin lending
  • Diversification and asset allocation

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Information published on this website has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs. Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. Past performance of financial products is no assurance of future performance.