Building Wealth
"Someone is sitting in the shade today because someone planted a tree a long time ago."
We believe the key to building your wealth is understanding your money.
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If invested wealth is there to fund your retirement, then the reality is, it may not be fully spent during your lifetime.
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If your wealth is multi decade, even multi-generational wealth, then you can take a long-term view and tune out everything else.
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Our three steps to succesful wealth building are:
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Create a financial plan which is in effect a road map to where you want to go.
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Create a portfolio that is a funding vehicle for your plan, which in turn funds your cherished life goals and your desired lifestyle.
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Continuously act on your plan, don’t react to: the media, the Crisis du Jour, the markets, the economy, advice from random Financial Guru's, the bloke down the pub, co-worker, bother in-law etc.
Our evidence-based investment porfolios are based on Nobel prize winning research and empirical data going back over 50 years.
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