Important: The information contained in this website has been prepared without taking into account your objectives, financial situation or needs. You should therefore consider the appropriateness of the information, in light of your own objectives, financial situation or needs, before acting on it. Where the information relates to a particular financial product you should obtain a copy of and consider the Product Disclosure Statement for that product before making any decision.
Wealth Creation
We assist clients through the maze of wealth creation options available.
Each wealth creation plan needs to be tailored to each client's individual circumstances and goals.
Very importantly, we council our clients to stay away from "get rich quick schemes" and advise them to stick to proven techniques and strategies.
Theses proven techniques and strategies include:
- Mortgage reduction plans
- Regular saving and investment plans
- Dollar cost average strategies
- Share portfolio advice
- Managed Fund portfolio advice
- Property advice
- Tax structuring advice (e.g. use of family trusts)
- Borrowing to invest strategies
Contact us for a free initial consultation
with one of our expert advisers.
Open Financial Services Pty Ltd
1300 780 690
Australian Financial
Services Licencee
