The aim of investing is wealth creation using passive income and with minimal impact on your family budget. We can discuss with you the optimal investment structure for your situation:
- Share portfolio
- Managed funds
- Use of Trusts
- Spouse contributions to superannuation
Further, we can provide the measurement criteria you need to meet to make an investment viable.
We won’t suggest you do something that we haven’t either done ourselves, or have experience in with another client.