I AM 40 – 55 (I NEED TO CONSOLIDATE)

YOU ARE

You are most likely to have made inroads into your mortgage (bad debt), your children are approaching independence and you are starting to have spare cash.

You want to reduce your tax and grow your wealth and your superannuation has grown towards a meaningful amount.

YOUR NEEDS
  • Strategies to convert bad debts to good debts
  • Strategies to reduce tax
  • To use your equity to create further wealth
  • To revisit your personal protection plan and potentially reduce your premiums
  • To consider the benefits of a SMSF
  • To commence increasing superannuation contributions
  • To have appropriate Wills and Estate planning
YOUR NEXT STEPS

I need to learn more and receive professional advice.

Your Wealth

GROW IT
GROW IT
PROTECT IT
PROTECT IT
LIVE IT
LIVE IT
LEAVE IT
LEAVE IT

Generation Wealth Partners understands growing and protecting our clients’ accumulated wealth requires rational decisions about emotional needs. Our objectives-based approach enables our clients to identify what they actually want to achieve, helping us to help our clients to create their financial future.

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Generation Wealth Partners