CREATING SHARED SUCCESS

People either discipline their finances or their finances discipline them

The team at Creating Shared Success are authorised to provide General & Personal Advice under Australian Advisor Collective (AFSL 511679), who recognises property has a place within a diversified financial portfolio.

Typically, many other financial planning groups simply recommend clients invest in managed investment funds and the share market.

Our advice helps clients take control on where they want to invest including their super, which can include a range of traditional investments, but also property ownership for potential to improve retirement plans and tax benefits which come from property investment.

An investment in property requires a medium to long-term strategy determined by you or your family’s current personal situation, your appetite for risk, an assessment of the amount you have accumulated in superannuation and the diversity of your investment portfolio.

Many Australians prefer to invest in property because they understand it and the underlying security of land.

Creating Shared Success can assist you to get the appropriate advice to allow you to consider including property investment strategies in your financial platform for your future, with an investment term and risk profile that suits you.

It’s a great feeling when everything is organised, and you have a financial strategy you understand.

Remember every day you delay is costing you money.