Investment Planning and Wealth Creation
Wealth means different things to different people, but we believe the real measure of being ‘wealthy’ is being able to afford the lifestyle you want to live. Maximising your investments is what helps grow your wealth and makes your lifestyle goals possible.
Investment planning and wealth creation go hand in hand. Working together they help you become wealthier through buying and sometimes selling assets that provide an income while you own them and increased capital when you sell them. Successfully investing is not merely deciding on where to invest your money, you also need to consider:
- Your other assets and how these fit with your overall plan
- Diversification (spreading out the risk) of your entire portfolio
- The tax implications of investments
- Ownership structures
- Your risk tolerance (what you can handle) and risk capacity (what you need to do to achieve your goals)
- Timeframe of investment
retireWisely take a holistic view of your assets, liabilities and cashflow when advising what is the most appropriate investment strategy for you.