Investment and Wealth Creation

Investment and Wealth Creation

Whether you are investing for the first time or an experienced investor we can help guide you to achieve your investment goals. When choosing the investments it is important that you are comfortable with the investments or wealth creation strategy you have chosen. At Freedom Financial we educate our clients on the main types of investments, asset classes, investment structures and investment vehicles available to help you achieve your investment goals. In doing so we look to understand your appetite for risk and then help to formulate an investment strategy by selecting investments in accordance with your tolerance to risk. By investing in the appropriate investment structures and diversifying your investments in the different asset classes, we look to reduce the volatility in portfolios and attempt to minimise the effects of taxation on the investor.

Investment gearing is using borrowed money to invest with an aim to achieve an after tax return on investment that is greater than the cost of the loan. Investing in growth assets such as shares and property using borrowed funds can be an effective way to accelerate wealth accumulation over time. Investment gearing is not a strategy for everyone and the suitability of such a strategy can and should be discussed with an investment professional. At Freedom Financial Advice we can assess your attitude to risk, investment experience,income level and tax effectiveness of the strategy, before making any recommendations. To find out more about investment and wealth creation please click on the “book a free consult” Link for a no obligation discussion.

To find out more please contact us for a no obligation discussion.