Building wealth around your financial goals (beyond the new car or overseas travel) often depends on long term strategies to help you make the most of your finances. In most cases, this means employing your current assets through a diversified, tax-efficient investment portfolio designed to maximise returns.
No matter if your wealth is tied up in your business or based on a salary supplemented with regular bonuses, our specialised financial advisers are prepared to work with you and, based on your goals, create practical solutions optimised for growth at a speed you prefer. With a local Lighthouse adviser, you can expect some of the following wealth building services:
- Your Lighthouse adviser will carefully review the full scope of your finances, working intimately with you to balance your current wealth with a potential timeline and likelihood of future goals.
- We’ll also aim to develop pension and estate building strategies with the aim of increasing the tax-efficiency of your assets and, consequently, disposable wealth.
Despite the many ways to become wealthy, none are guided by a secure, easy-to-follow solution. However, through the analysis and advice of a Lighthouse financial adviser, you can uncover personalised wealth building strategies suited to your specific situation and needs.