Create wealth with gearing strategies and expand your investment horizons. Leverage your existing assets, such as real estate, to secure loans and gain capital to invest. This approach allows you to commence an investment or amplify your existing assets without depleting your savings.
Gearing strategies can produce tax benefits, further enhancing your financial gains. Combine these strategies with our comprehensive financial planning services, including cash flow coaching, home loan debt reduction and retirement planning, and pave your path towards achieving your goals and financial freedom.
Our Financial Planner, Nathan Watson, will kick start you on the road to financial freedom. We begin with identifying your financial and lifestyle goals and priorities and help you understand your options. If gearing is an option for you we’ll work with you to explain the process in plain english. We’ll develop a plan for how much to invest to achieve your goals in an affordable manner, then liaise with our in-house finance broker to find you the right loan to implement your Wealth Creation Plan. Call us and book a no-obligation appointment if you are interested in how Gearing and Wealth Creation could achieve your financial and lifestyle goals. Make it happen!
Common assets include real estate and listed investments like shares and managed funds.
There are two main types of gearing: a. Positive Gearing: The return on the investment is higher than the cost leading to additional income. b. Negative Gearing: The return on the investment is lower than the cost, leading to higher tax refunds.
Generally not as all investing involves risk. Investments, especially those geared, should be viewed as long-term.
Using gearing in retirement planning has pros and cons. Before deciding, how much investment risk are you comfortable with, and how many years do you have until retirement? If you're not okay with investment risk or are close to retiring soon, you will want to bypass gearing. We’ll happily discuss alternatives with you.
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