INVESTMENT

Investment Strategies

 

We understand your natural desire to plan to increase your net worth over time as a normal goal in life.

 

Any investment strategy should take into account an understanding of available taxation strategies - as taxation is simply another necessary expense in life. However, someone’s obsession with saving tax often works against them in the pursuit of increasing net worth over time.

 

It is this view that best shows why we use different taxation strategies, and different investment strategies, to minimise the actual net expense to you rather than focus on purely the tax refund. We encourage strategies to minimise your after-tax expenses as part of the process to help increase your net worth over time.

 

There are many lateral approaches to take in many areas of investment that need to treat taxation as an expense to be minimised - and not to be seen as simply a refund to be maximised. We look forward to an opportunity to expand upon our investment philosophy with you.

Tax Agent - 39673002

Australian Financial Services Licence - 389676

ACL - 389676

Wealth Psychology Pty Ltd as Trustee for The Private Trust

ABN 55 859 790 756