WEALTH ACCELERATION

DPW_WEALTH-ACCELERATION

You are at the stage where you can use the assets you have accumulated to maximise your wealth. You are close to the peak of your career or have your own dynamic business, so now is the best time to make the most of what you have and your current level of income. It is also important to prevent you from going backwards.

  • Review your risk profile
  • Borrowing to invest
  • Check adequacy of your insurance cover
  • Review your will, and consider estate planning
  • Accessing your super
  • Take advantage of government benefits

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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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