You’re young, have started your career, and are starting to earn a decent living. Have you thought about the long term?
Having been issued with our own Australian Financial Service License (Licence No. 411846) by the Australian Securities and Investment Commission, our team of highly trained and specialist advisors are able to develop customised solutions that will set you on your path to financial freedom.
Wealth Creation involves careful investing into growth assets over a period of time in order to achieve financial independence and peace of mind.
When thinking about creating wealth, it is important to understand:
A Financial Plan can help you achieve a clear direction and will take into consideration your current situation, goals and objectives, and change in line with your future circumstances.
A Financial Plan in essence is your road map to success.
Bluewater Financial provides a wealth of tax planning and advice to ensure that you maximise your financial wealth and wellbeing. Some aspects of financial wellbeing are outside our scope.
Financial Planners provide advice on the management of your financial resources and investments.
Bluewater Financial has relationships with highly respected financial planners and can connect you with a professional to ensure you receive the best advice. These financial planners will be fully licensed financial advisers that specialise in providing advice in areas of retirement planning, investments and portfolio construction. Their approach is to provide clients with relevant advice while focusing on educating the client throughout the advice process.
Talk to us about your requirements so we can provide you with the best information on how to proceed.
Self Managed Superannuation Funds continue to be an attractive investment vehicle for retirement and wealth creation.
A self managed superannuation fund can have up to four members, all of whom must be trustees, and all trustees must be members.
What can an SMSF invest in?
By establishing an SMSF and working closely with your Bluewater adviser you can benefit from the following:
Before you decide to set up a SMSF there are a number of decisions to make. We can walk you through all the options. So if you’re considering a Self-Managed Super Fund, it’s time to talk to us.