Wealth Accumulation

A wealth accumulation plan should be an essential part of everyone’s financial planning. Wealth accumulation plans can include various strategies including a regular savings plan, a salary sacrifice arrangement or a large release of equity from a property to fund an investment portfolio. Complex structured planning is often necessary to ensure you have the best opportunity to accumulate wealth.

The strategy that suits you will depend on your tolerance for risk and your stated objectives. The one thing that is the same for everyone is that a well-structured, tax effective, wealth accumulation strategy is vital.

A qualified financial planner can then partner you through the wealth accumulation phase. With ever-changing markets and legislation partnering with a financial planner through this process helps give you the best opportunity to successfully accumulate wealth.