Granny flats: tax traps and tips
18/02/2025
12-14 Stirling Highway
Nedlands WA 6009
Wealth Creation
We work closely with medical and allied health professionals, to develop a range of strategies aimed to achieve your goals and objectives, building wealth over time through a range of investment vehicles, such as:
- Managed funds
- Direct equities
- Investment bonds
- Education savings plans
In doing so, we are guided in the decisions we make on your behalf by some fundamental investment principles that assist you to stay focused on your investment goals and build wealth over time.
We know that investors can’t control short-term market movements. So instead we focus on factors in your control such as:
- Understanding your attitude towards risk and return to develop a detailed risk profile.
- Allocating your investments across a wide range of assets such as shares, bonds, property and cash.
- Choosing the right mix of investment styles—index and active—to achieve your goals.
- Regularly reviewing your portfolio – to keep you on track to achieve your goals. Maintaining discipline – avoiding market timing and performance chasing.
Investment strategies
Whatever your budget, or risk profile, we can work with you to create an investment strategy that suits your requirements.
Risk minimisation strategies
Do you want to invest without the risk? We can’t eliminate that completely, but we can create strategies to help minimise the risks for you.
Tax-effective investing
When it comes to investing, it is important to consider the possible tax implications too. We can help create a tax effective strategy for your needs.
Strategic asset allocation
Looking for a traditional approach to building an investment portfolio? We will develop a strategic asset allocation portfolio for you, so you don’t have to.
Portfolio management
Managing your investment portfolio on your own can be tricky, time consuming and stressful. We will build and oversee a selection of investments to help meet your long-term financial goals.
