Your Wealth Creation Partners “We take time to understand your wants, goals and needs… the key to successful planning is careful and diligent reviews.“
This is not just coordinated services across wealth, tax, investment and planning solutions but having those services integrated across local and global environments.
WCG has the knowledge and expertise to help you understand your position and potential.
Once you understand where you are, lets see where you can go and plan to help you get there.
After a successful execution, we keep your strategy delivering in a changing market.
With regular communication and reviews we can ensure your strategy keeps you on top.
Services in a Box
Seamlessly visualize quality collaboration and idea-sharing
Self Managed Superannuation Fund (SMSF)
WCG has the staff, experience and wisdom to deliver the quality and trusted service you need to protect your future.
No one wants to hear it, but continuing financial and personal health is not guaranteed. as life expectancies increase, so is the chance that part of that life will be lived with a significant disability.
Whether its a long way away or around the corner, intelligent financial decisions make for a more comfortable retirement. A good retirement strategy should start at lest 5 years before you decide to retire.
Nathan is a FCPA, holds a Bachelor of Business (Accounting) and Advanced Diploma of Financial Planing(ADFP). He is a Registered Tax Agent and an ASIC Authorised Representative (AR: 241119) and has attended Stanford University’s Graduate School of Business.
Kylie has been with the Group since inception and brings over seventeen (17) years experience in administration and customer service. She provides outstanding administration and client service support to our entire team and valued clients.
A mix of skills and experience makes WCG the right team for planning your wealth. Our clients best interests comes first! Our advice is achieved by extensive industry knowledge supported by reputable research. Wealth creation and building of assets is the first step toward financial security.
Debt Reduction Strategies
Debt can be difficult to shake off, especially with facilities like credit cards being so easy to abuse. Read more to find out how to eliminate credit card debt.
Credit card rates can begin at anywhere from 10% per annum and can be as high as 30%! Using a credit card excessively traps many
There are numerous advantages of “key person” insurance, the most obvious being protecting your business in case you lose a key member of the team, but there is more to consider.
“Key man” or “key person” insurance is a life insurance policy taken by a company to cover the loss of an employee / partner who is essential to its functioning.
Retirement planning is a process that must cater to every individual’s specific needs. Lifestyles and ideas for retirement vary greatly and influence key decisions when planning for this period of life. The only universal rule when preparing for it is – start early.
A good retirement fund will finance two to three decades of living with a comfortable and sustained lifestyle.