Building wealth

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Building wealth provides strategies to help make the most of your finances. We can work with you to look at all aspects of your lifestyle, goals and your needs to develop strategies to optimise your earning potential.

If you want to build your wealth we have the tips and tools to help you. The sooner you start taking action on your finances, the sooner you’ll reach your lifestyle goals.

Check if Financial Advice Can Help You

Financial advice can help you clarify your goals and set a plan in place to help you achieve them.

At Wayne Cadman & Associates we are committed to getting to know you, your situation, goals and risk tolerance, in order to develop a structured plan to build your wealth.

Your wealth creation strategy could involve:

  • Setting clear short, medium and long term goals
  • Establishing an easy-to-follow budget
  • Directing surplus income to an investment portfolio or super account
  • Utilising tactics to minimise tax
  • Putting strategies in place to protect yourself and your family

Investment Planning Matched to Your Risk Profile

Choosing an appropriate investment strategy is not easy. This is especially true when you have limited knowledge of how to go about investing, or which investment types may suit your personal goals best.

At Wayne Cadman & Associates we can give you guidance on all kinds of investment products and options:

  • Managed Funds
  • Shares
  • Property
  • International Investments
  • Investments Paying Interest
  • Complex Investments
  • Borrowing to Invest
  • Term Deposit
  • Superannuation

The support you will receive from Wayne Cadman & Associates will help you to manage your investments, by understanding your personal investment objectives, and with knowledge gained by research and years of experience, we can appropriately tailor your advice to match your goals and objectives.

Sort Out Your Super

For many people, super will be the main source of income in retirement, so it makes sense to have a pretty good idea of how much you’ve got and how its performing.

At Wayne Cadman & Associates we can help you consider whether your existing super fund suits you long term goals or if there are better alternatives, while taking into account:

  • How much you will need at retirement
  • Your investment options (whether they suit you)
  • How to best contribute to your super to achieve your retirement income goal
  • Fees and Charges

Superannuation is a key way to fund your lifestyle after you stop working, so it is important to make sure you’ll have enough saved.

Protect Your Financial Future

Insuring your assets and income is crucial to protecting your wealth. Imagine what yours and or your family’s life would be like if you or your partner died or became seriously ill or injured and couldn't work. Being unable to work as a result of an accident or ill-health could expose your and or your family to financial difficulty and can also affect your retirement savings capacity.

We can help design a tailored insurance strategy based on your life stage and needs. We specialise in:

  • Life Insurance
  • Total & Permanent Disablement Insurance
  • Income Protection Insurance
  • Business Expenses Insurance
  • Trauma Insurance

Contact us today to make an appointment with an Adviser to discuss building your wealth.