PO Box 525, Bentleigh, Victoria, 3204

Individuals

Building your personal wealth is important throughout your lifetime. Just as important as exercising for at least 30 minutes per day, regularly allocating some quality time to your financial health can make sure you live a great life. It would be tragic to become ill in your senior years but to be poor as well could easily spiral into a melodrama.

Unlike physical health, your personal wealth can be outsourced. You can actually divert your financial wealth creation, without committing the time to a financial bootcamp yourself. But make sure you take time to make the right decision, as financial wealth is just as important as physical health.

We believe that you need to work on building real wealth first, then we make sure your wealth is not eroded.  We work through your circumstances and minimise any tax leakage. We are committed to not transferring tax savings into our advisers fees.

If you are a salary and wages employee with some interest income and super being your major retirement vehicle, then spend 30 minutes each year using MyGov and MyTax (the ATO tax lodgement system) to lodge your tax return. Don’t forget to claim a few work related deductions like car usage and some donations as well.  A few hundred dollars at the most. It’s not helping either of our wealth strategies.

However, if you have an investment portfolio with franked dividends, staples, EFT, CFD, then come and see us.  If you have the rental property that you are negative gearing, or renting out your spare room on Airbnb or driving an Uber – come and see us.