Earning a good income is a start, but it isn’t enough.


 

You have worked hard to make your money, now make it work hard for you.

It is your legacy, so protect your intentions.

Your Financial Lifecycle

Achieving financial independence and securing a comfortable retirement can be viewed over three fundamental stages known as the financial lifecycle. At Affinity Wealth Services, we will help guide you through these stages.

Wealth Growth

Earning a good income is a start, but it isn’t enough. Guaranteed financial independence requires a comprehensive financial plan tailored to your specific situation to ensure the right investment strategies and opportunities are accessed to build wealth. We will work with you to determine:

  • how your assets are really performing after fees and tax
  • if you have tax effective investment strategies in place
  • what capital base is required to fund your retirement needs and whether this should be inside or outside of superannuation, or both

We will work with you to answer these questions and ensure the best performing strategies are in place to help you grow your wealth.

 

Wealth Protection

You have worked hard to make your money, now make it work hard for you.  When your ability to generate new capital is limited it is crucial to continue growing your wealth and minimise exposure to risk and volatility. We will work with you to ensure your investment strategy is appropriate for your needs, is low risk and your cash flow and income from investments is sufficient.

 

Estate Planning

It is your legacy, so protect your intentions.  Estate planning is an increasingly integral part of financial planning. You worked hard to secure your family’s financial future so it is important to ensure that it is tax effective, priorities are identified and detailed plans are in place for wealth disbursement. We will work with you to put all this in place, from having a current will expressly stating your wishes, to nominating beneficiaries for superannuation policies and ensuring your children have support to handle their inheritance.

Ready to meet with Affinity Wealth Services?

Contact Us Today