Wealth Creation & Investing

Invest today for the life you want tomorrow. Drawing on our extensive and systematic research, we offer a range of services tailored to your specific needs.

When money realises that it’s in good hands, it wants to stay there and grow.

Effective, long-term wealth creation is dependent upon carefully considered, but at the same time, creative financial and investment strategies.

A disciplined wealth creation strategy is flexible enough to deal with life’s ongoing surprises, but will optimise your financial resources. Otherwise, poor financial outcomes are a likely consequence.

The amount of wealth you can accumulate will depend on the answers to a number of important questions, including:

  • How soon can you begin?
  • How much can you save?
  • What is your mix of investments?
  • What amount of tax will you pay?
The ideal strategy also depends on your age, financial position, personal circumstances, objectives and priorities. That’s why we take every aspect into account. We work closely with you over the journey to ensure that your assets are safe and your goals are realised.

We are experts in a vast range of investment options, from direct equities, exchange traded funds and managed funds, to investment bonds, property, cash and fixed interest. Depending on your situation, we tailor a strategy using a range of these options that best suits you.

From there, we stay with you through each step of life’s stages, and help you and your family approach every financial and investment challenge.

CONTACT US TODAY

 

Open Hours

Monday to Friday
8:00am to 5:00pm

Closed Public Holidays

If you need to get us documents quickly, access remote support, or the MYOB Portal click the button above.

Contact Us

27 Welsford Street
Shepparton, VIC 3630

T: (03) 5833 3000
F: (03) 5831 2988
E: info@plus1group.com.au