WEALTH BUILDERS

DPW_WEALTH-BUILDERS

At this stage it’s about accumulating wealth by diversifying your investments and making the most of what you have, including your home. You may still have significant debt, young family and life is very busy, however your income is most likely on the rise.

  • Paying off ‘bad’ debt
  • Consider consolidating super funds / bank accounts, including credit cards
  • Increase contributions to your regular investment plan
  • Borrowing to invest
  • Check adequacy of your insurance cover
  • Take out appropriate insurance
  • Be smart with super
  • Education funding
  • Create a will or estate plan, or review it for changing circumstances

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Disclosure Statement: Dynamic Private Wealth Pty Ltd (ABN 40 606 944 307) is a Corporate Authorised Representative (CAR), of Sentry Financial Services Pty Ltd (ABN 30 113 531 034) AFSL number 286786.

GENERAL ADVICE WARNING The information in this communication is provided for information purposes and is of a general nature only. It is not intended to be and does not constitute financial advice or any other advice. Further, the information is not based on your personal objectives, financial situation or needs. You are encouraged to consult a financial planner before making any decision as to how appropriate this information is to your objectives, financial situation and needs. Also, before making a decision, you should consider the relevant Product Disclosure Statement available from your financial planner.

PRIVACY | FSG Part One | FSG Part Two

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