Accumulators

Accumulators

business man reading newspaper

You have well and truly established yourself in the workforce, purchased a principal residence (and consequently carrying debt), perhaps married and already started a family.

This time in your life is stimulating, but hectic and very demanding –on time, emotions, health and finances. Responsibilities are mounting. There seems to be precious little time and little money left over for anything other than the necessities.

It's also a time when we start to realise that we're not immortal. Health issues can emerge just when we need to be stronger and fitter than ever, because so many people are counting on us now.

At this stage of life, managing your finances is more critical than ever.

You can see the need to get ahead and start creating wealth and investing but where do you start?

This is where Wealth Fusion can help.

For those in this situation, there are a number of areas that need to be looked at in order to devise the most effective way of achieving their goals and objectives. These include, amongst others:

  • -   Budgeting
  • -   General advice about credit and credit referrals
  • -   Wealth accumulation
  • -   Personal insurances
  • -   Superannuation
  • -   Tax Effective Strategies

 

By arranging an initial consultation, at our expense, we can begin to determine whether all of these areas need to be addressed and which combination of strategies will provide you with the best chance of achieving your financial goals and objectives.

Debbie Hudson Financial Services Pty Ltd T/A Wealth Fusion is a Corporate Authorised Representative of Paragem Pty Ltd ABN: 16 108 571 875, AFSL No: 297276