Using equity in your home to invest
Steve goes through how you can use your homes equity to buy investment properties, along with shares or a business loan.
Servicing Melbourne and Geelong
Financial Planning
It’s important to always have a plan about what you need to be doing now to improve your financial position in the future. Many people don’t have this as a focus or priority and therefore end up having inadequate income and investments come retirement age.
Creating wealth over a 30 year period is not difficult. The key is to have an allocation of your income going towards investment strategies. Getting some small ‘financial trees’ planted as soon as practical is important. The trees with some ongoing financial support will grow in the background over time and will bear fruit that you will live off come retirement.
Our financial planners offer a free initial consultation to understand your current financial position and risk profile. Once retirement goals are understood, a financial plan can be created and specifically tailored to you.
Services We Offer
Wealth management advice, help develop your plan to invest for a comfortable retirement and regularly review this plan- Investment advice
- Share portfolios & Investments
- Negative gearing & Investment Properties
- Self Managed Superannuation Funds
- Life, Trauma & Income protection insurances
- Asset Protection
- Estate planning
Benefits of Financial Planning
‘If you fail to plan, you plan to fail’ is an expression that we believe in. Our firm’s objective is to make a financial difference to our clients lives. Our ongoing financial planning services can support you to achieve financial security.
By working with our professional planner’s we will guide and encourage you to achieve a level of financial investments at 60 years of age, that could provide you a tax effective income stream in your retirement.
It is also important we put strategies in place to protect the wealth you are building, so you don’t lose assets through an unfortunate event.
Superannuation, share markets, managed investments, property and insurance are all complex asset classes and products that need a professional to help guide you in relation to the amount you invest, the exposure to each asset class and risk.
We offer a free one hour financial planning consultation to discuss how we can assist you in this area.
Make a Change…
Get in touch
Not getting what you need from your current accountant? McHenry Partners are here to change things for the better.
Our initial free consultation will identify whether you're comfortable with our personality, style, service & value that is to be provided so you can make an informed decision to engage us.
We will provide an ethical letter to your Accounting firm advising we are managing your financial compliance obligations from here and request any information that we may need.
We will agree with you on the services you require from us over the next 12 months and agree on a fee amount and payment terms that are suitable to both parties
Book your free 30
minute consultation
Phone on 1300 789 844
or complete the form below
(We respect your privacy)