Investment Strategies

Building your wealth is about putting long-term strategies in place.

Investment Strategies At Intergenerational Wealth we will assist you in taking control by coaching you on budgeting, cash flow, saving, wealth creation strategies, tax minimisation, protecting your wealth, superannuation planning and investment planning.

key areas that our Financial Planners may discuss Gearing, Diversification of assets, Investing in Growth assets vs Income assets, Deductible debt vs non deductible debt, Debt recycling, Dollar cost averaging, Franking credits

Juggling your life and successfully managing your finances can be challenging. Most of us would rather spend time with our families than worry about how best to manage our money. There are so many many major life events during your 30’s and 40’s – getting married, buying your first home, having children, funding for their education and changing careers – all of which have a great impact on your financial situation.

Building your wealth is about putting long-term strategies in place. At Intergenerational Wealth we will assist you in taking control by coaching you on budgeting, cash flow, saving, wealth creation strategies, tax minimisation, protecting your wealth, superannuation planning and investment planning.

With over 60 years of experience our advisers at Intergenerational Wealth will implement the most appropriate investment strategies for your individual situation to help you to achieve your goals and the financial freedom that you deserve.

Some of the key areas that our Financial Planners may discuss with you include:

  • Gearing
  • Diversification of assets
  • Investing in Growth assets vs Income assets
  • Deductible debt vs non deductible debt
  • Debt recycling
  • Dollar cost averaging
  • Franking credits