Who should use our services?


The majority of my clients are between the ages of 50 and 75. Typically clients build share portfolios for income or capital appreciation using surplus money. However, you cannot generalise.

Some clients have saved up funds and then wish to invest in the sharemarket while it is low or buy a specific stock that appears undervalued.

Some clients that are in their 20s, 30s or early 40s might be prioritising paying down any debt they have, particularly non-deductible debt like their mortgage on their home.  So often this is the priority.

Whereas, for clients at the ages of 50 and above might be focusing on superannuation contributions. They might have paid down the majority of their mortgage, and therefore, may consider having a self-managed super fund. Their focus may be on wealth creation by investing or contributing to superannuation.

Superannuation is an attractive tax-effective entity where many accumulate funds pre-retirement. Superannuation is an entity where the Trustees have the control to decide which specific investments they will invest in, within the superannuation environment.

If you are interested to discuss how I can help you please get in touch today.