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Our Services

Financial Planning

A financial plan enables you to meet your immediate and your future financial needs.

A financial plan will match your goals and objectives with strategies that enable your existing resources to be utilised in a more effective way.

 

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Retirement Planning

Ensuring that your money is working for you is important at every stage of life. It becomes crucial when you retire, as you need that money to

support you through retirement. That is why it is important to invest your money wisely. Retirement planning can assist you to plan and manage

your financial situation for your retirement, so you can maintain a regular income, enjoy life and retire with confidence.

 

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Self Managed Super

Self-managed super funds (SMSFs) are a way of saving for your retirement. The difference between an SMSF and other types of funds is that

the members of an SMSF are usually also the trustees. If you set up a SMSF, you're in charge – you make the investment decisions for the fund

and you're held responsible for complying with the super and tax laws. It's a major financial decision and you need to have the time and skills

to do it. There may be better options for your super savings, it's best to see a qualified, licensed professional to help you decide.

 

 

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Managed Funds

Managed funds - also known as unit trusts - are vehicles that allow you to pool your money with a number of other investors into a single fund that

is then able to invest in assets that might otherwise be out of your reach. Managed funds are what they say - funds managed for you by others -

namely, investment professionals such as fund managers. Managed funds can invest in a variety of assets including shares, property and fixed

interest or a combination of these. All managed funds have a prospectus which allows you to see where it is investing.

 

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Wealth Creation

There is never a better time to start creating wealth than now. You don't need a large lump sum to be able to create wealth. Wealth creation is a

process of combining your current resources with investment strategies that will provide sufficient capital to meet your immediate or future capital needs.

 

A WealthSure adviser can help you understand strategies such as gearing, dollar cost averaging and salary sacrifice.

 

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Wealth Protection

Have you ever considered what would happen if you were injured?

 

What if you fell ill and were unable to work for a period of time?

 

Would you and your family survive? What’s worse….what if you died?

 

Imagine leaving your family burdened with the debts you created, not to mention the emotional anguish.

 

The last thing your spouse needs to be worried about is “How am I going to survive? How am I going to support the kids? Will I have to sell the house?”

 

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Estate Planning

Your hopes to ensure a secure and practical future for your family’s well-being depend on how well you plan today.

 

Transferring your assets when the time comes – whether your home, your business, your investments or any financial source – takes careful estate planning.

 

Estate planning is determining how your assets will be distributed on your death and ensures this will happen efficiently and according to your wishes.

 

It is as much about preserving relationships as it is about the money!

 

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Gearing Strategies

Borrowing to invest, or gearing, can be a powerful means to build wealth. It allows you to increase your ability to build wealth by enabling a higher

level of investment than would otherwise be possible. You can either positively gear or negatively gear.

 

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Tax Planning

You can save on your taxes in many different ways, just remember to always keep your investment plans in mind. Make sure you give yourself a lot

of time to review everything before tax time.

 

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Why would you choose a financial adviser from Best Wealth Creation in Townsville?

Our personalised advice includes input from a team of experts in financial planning, tax, investment, superannuation, estate planning and philanthropy based on your requirements. This comprehensive approach helps ensure we can identify the most effective way to enhance your financial circumstances. Our advice can also be supported through an ongoing relationship with Best Wealth Creation which allows you to choose the level of our ongoing participation in your financial affairs.