At Equi Wealth, it’s all about you. We take the time to understand your current position, your concerns, your objectives and how we can help you formulate a strategy to achieve your goals. We bring together financial planners, finance brokers and property experts who work together to help you define your strategy, arrange finance, select properties and manage your portfolio.

 

PROPERTY INVESTMENT

 

MORTGAGE BROKING

 

FINANCIAL PLANNING

 

SELF MANAGED SUPER FUND

 



Interestingly, most people don’t have a plan for wealth creation and even if they do, they don’t know how to implement it. If you’re like most people you know roughly what you’re aiming for, but if you were to sit down and have a good look, you probably don’t know exactly what it’s going to take to get you there and how you’re going to make it happen.

Property investment is a tried and tested vehicle for wealth creation. It’s also a hot topic. Where to buy; when to buy; what to buy. But the reality is, if you don’t have a plan, a strategy, a goal – the where, when and what don’t do much for you in the longterm. If someone asked you today, could you answer these questions? We strongly encourage you to answer these questions for yourself:

  • What is your longterm investment goal?
  • Where do you see yourself financially at age 65?
  • Is capital growth important to you?
  • Is cash flow more important than capital growth?
  • What are the tax implications of owning multiple properties?
  • Is it wise to use a SMSF to help fund your properties?
  • How important is negative gearing?

These are just a few of the important questions to be addressed when considering becoming a true property investor. Note that none of these questions revolved around when to buy or where the “hot spots” are. Why? Because you need a plan first. Anyone can sell a property to you. What makes Equi Wealth different is that we consider the whole picture – your current circumstances, your immediate and longterm goals and your end game.

So, congratulations on your decision to take control of your financial future! The team at Equi Wealth is here to help you, every step of the way. Your journey begins with a 1 hour Discovery Session, completely on us (limited time only). This will allow us to get to know you better, gain a clear understanding of where you are now, what your long and short term goals are and how we can help get you there. This is also a chance for you to get to know us. We consider you the CEO of your financial life, and we are effectively your Board of Advisors. That means you can ask us anything you want.

 

 

 

*Terms and conditions apply. You will be subject to eligibility criteria prior to your session.