Wealth Planning

You will receive life changing financial advice to help you improve your financial situation and achieve your dreams and goals.

We will conduct a Financial Health Checklist to determine your current position and then consider financial solutions that are suitable for you to achieve your required outcomes.

Start planning your financial future today.

Foundations to Wealth 18 -30

It is never too early to start planning your financial future.

Do you:

  • Earn a regular income but you’re not sure where it goes.
  • Face additional responsibilities and commitments.
  • Desire to build wealth, but don’t know how.
  • Want advice on super and insurances.

Pathway to Wealth 31-41

Everyone wants peace of mind, and a comfortable, stress free retirement.

Do you:

  • Earn a good salary and want your money to work harder.
  • Have $100k or more equity in your own home.
  • Want to maintain your high standard of living throughout retirement.
  • Seek to protect the financial future of your family.

Wealth Management 46+

Grow and protect the assets you have worked so hard to build.
Do you:

  • Want peace of mind that your financial future is secure.
  • Have an established asset base that you want to improve.
  • Seek to reduce and divert tax into wealth creation.
  • Actively seek out investment opportunites.

Contact us today for a private consultation 07 5641 4428

 

Keypoint Holdings Pty Ltd as Trustee ABN 33 867 255 763 in association with Acquira Pty Ltd ACN 134 443 039 is a Corporate Authorised Representative (No. 461543) of
GPS Wealth Ltd | ABN 17 005 482 726 | AFSL 254 544 | Australian Credit Licence 254 544
www.gpswealth.com.au | GPS Wealth Ltd Financial Services Guide | GPS Wealth Ltd Privacy Policy | GPS Wealth Ltd Complaints

GPS Wealth

The information contained on this webpage has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs. Whilst Keypoint Holdings Pty Ltd is of the view the contents of this website or webpage is based on information which is believed to be reliable, its accuracy and completeness are not guaranteed and no warranty of accuracy or reliability is given or implied and no responsibility for any loss or damage arising in any way for any representation, act or omission is accepted by Keypoint Holdings Pty Ltd or GPS Wealth Ltd or any officer, agent or employee of Keypoint Holdings Pty Ltd or GPS Wealth Ltd.