Sound strategic planning and financial advice enables a smooth transition throughout the various phases of your life, whether it is buying a house, paying the school fees or enjoying life’s pleasures in retirement.
We understand that wealth creation means different things to different people. This is why we work with you to create a strategy that is based upon your needs and objectives.
Jordan Financial Solutions can help you build your wealth with quality advice from one of our highly qualified Financial Advisors.
Having a strategy in place can provide you with the peace of mind that comes with knowing you are on track to meet your goals.
To maximise your wealth creation potential, we review the effectiveness of your overall financial structure, focusing on:
- tax effectiveness
- investment management
- cash flow management
- asset allocation
- potential risks
Strategies to help you build your wealth may include:
- establishing a self managed super fund (SMSF)
- minimising tax through strategies such as co-contributions and salary sacrificing, and
- investments such as Managed funds
We can arrange a Financial Advisor to meet with you to discuss your individual situation and then develop appropriate financial strategies based on your current financial situation, your attitude to investment risk, and your short, medium and long term investment goals.
When developing your financial strategy, your Financial Advisor will take into account your current financial situation including your:
- income from all sources including salary, investment returns and rental income
- current tax situation including any salary packaging options
- assets and liabilities
- dependants, if any