Wealth accumulation is the process of growing and adding to your capital for some specific objective such as to provide retirement funding, to have a deposit on a home, or to provide for education expenses, for example.
You may already have accumulated some capital in your existing superannuation funds, you may have inherited some capital or you may have it available in the form of bricks and mortar. We can help you work out where you can find the funding to add to your capital, such as from regular earnings, employer superannuation contributions or from borrowed funds.
Depending on what your objectives are, there are different structures or environments within which to invest these funds and a multitude of different assets or investments you can purchase with your funds. We can help you work out which particular combinations are appropriate for you and match these to your objectives and your preferences. There are many factors to consider such as the available length of time before you need access to your funds, your personal tolerance for investment volatility or uncertainty and the most tax-effective way to house or add to your funds, all of which require careful consideration and a thorough understanding of how all the different economic, legislative and market variables work.