Wealth Creation

Your wealth creation strategies are developed specifically in accordance with your individual requirements and in consideration of your attitude to risk.

At Active Financial Management we respect all our clients, large and small, and provide wealth creation advice and a range of other appropriate wealth creation options that may include:

  • Investments
  • Asset management
  • Income allocation
  • Cashflow management
  • Debt management
  • Saving plans
  • Superannuation & Self-Managed Super Funds (SMSF) and, in collaboration with your Accountant
  • Effective tax planning

Our financial advisers are experienced and as a member of Fortnum Financial Advisers, we are supported by specialist investment research strategists who also share our client-first approach that focuses on developing long-term trusting relationships achieved through transparency and a clear understanding of our clients’ needs and goals.

While your wealth creation strategies may encompass both your short and long term financial planning needs, we will also assist you to consider your wealth, or rather the allocation of your wealth, in accordance with planning your estate.

Succession Planning

The transfer of your assets, such as a business or farm, needs to be carefully and deliberately planned. Our financial advisers are sensitive to the delicate nature of discussions required when planning the legacy you wish to leave behind. You may rest assured that our genuine client-first values combined with our depth and breadth of knowledge and collaboration with other professionals, aims to create the clarity you need for implementing your wishes and transfer of wealth to your intended beneficiaries.

To plan your wealth creation, please call us today on 08 8682 5222 or email info@activefm.com.au