Wealth Creation

Whether you are saving for your retirement, an overseas holiday or for your first home it is important that you use the most appropriate tax structures and investment strategies to achieve your wealth creation goals. It is also important that you manage your cash flow, set realistic expectations and that your investments match your unique “sleep at night” threshold regarding the investments risk/volatility characteristics.

At Retire by Design, our tool kit includes:

  • Superannuation
  • Managed Funds and Investor Directed Portfolio Services
  • Direct Shares
  • Investment Bonds
  • Cash and term deposits
  • Account Based Pension (also known as “Allocated Pensions”)
  • Annuities

We will produce a tailored investment strategy to meet your financial and lifestyle goals, often incorporating a wide range of asset types including property, domestic and international shares, fixed interest and cash. All invested in a diversified manner to help reduce volatility.