Wealth Creation

We all like the notion of creating more wealth… but what is the best way to go about it?

Create or maintain the life you want

In simple terms, we want to make the most of what we have, avoid mistakes and take advantage of opportunities that may arise.

Choose your path

Deciding on the right financial path and determining the right balance of investments is not always easy. Strategies For Life can help you understand your options and make the most of what you already have.

How do we do it?

This is where your financial and lifestyle goals come in. Whether you want to maximize your super, reduce your debt, or perhaps find opportunities to grow your wealth, we will work through your goals and create a strategy for you to follow.

Client Scenario

Financial planning strategy to create a savings plan

A common challenge many people have is ensuring they have enough wealth to look after their kids. It may be their education, private school fees, helping them out with their first home. or just having enough money until they leave the nest!

Our Solution

Budget planning is one example where the correct strategy can help you achieve particular goals.

Here’s an example of how the power of regular investing and compounding investment returns can be beneficial over the longer term.

Emma and Tony want to save for their daughter Chloe’s (aged 3) university education when she reaches 18 years old.

They have an investment horizon of 15 years and if they start investing their surplus cash of $1,000 per annum, the final balance will be $29,324. However, if they delayed investing their surplus cash for five years, the final balance would reduce to $17,977 (a shortfall of $11,347).

With a structured investment and savings strategy put in place, Strategies For Life helped Emma and Tony find the right direction to follow to reach their dream of sending their daughter Chloe to university.

Strategies For Life can help design the most suitable strategy that suits your circumstances to ensure your goals are reached within the timeframe that you need.

This Budget Planner is a good resource to work out where your money is being spent and to set up your budget plan.

Strategies For Life ...because life changes.

Get in touch

Contact Us

07 3902 1929

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Disclaimer

This website holds information for Australian Residents only. The information (including taxation) is general in nature and may not be relevant to your individual circumstances. You should refrain from doing anything in reliance on this information without first obtaining suitable professional advice. You should obtain and consider a Product Disclosure Statement (PDS) before making any decision to acquire a product.

Strategies For Life (Qld) Pty Ltd is a Corporate Authorised Representative of Millennium3 Financial Services Pty Ltd ABN 61 094 529 987 | AFSL Licence No. 244252.