Wealth Creation is a process of combining our present resources with investment strategies that will provide sufficient capital to meet your immediate or future capital needs. It will provide you with exposure to growth assets that have the potential to increase your wealth by providing capital gains on your investment capital. Your portfolio will also generate regular income returns.
Your Wyse Wealth adviser will be able to advise you on what type of asset classes and products may be suitable to your needs in the following areas:
- Salary Sacrifice
- Tax Advantaged Investments
- Cash Accounts
- Diversified Income
- Fixed Interest
- Term Deposits
- Property
- Gearing
- Managed Funds
- Self Managed Funds
- Shares
When you think about creating wealth you should ask the following questions.
- What is my desired Investment time frame?
- What do I want to achieve?
- Will I pay too much tax?
- Do I understand the risks?
- What are my available resources?
- Will I need access to my investments?
- What return do I need to earn over the long term?
- Where do I go from here?
