Wealth creation

At Schroeder Capital, Wealth creation is more than a long-term approach to investing your money; it’s all about the end result, your financial freedom. We work with you, outlining ways to combine your current resources with investment opportunities that should help you to create and grow your wealth.

A Schroeder Capital adviser can help you understand strategies and investment opportunities that can help you increase the amount of money you have.

Strategies and investment opportunities:

• savings plans
• salary sacrifice
• property investment
• fixed interest
• tax-efficient investments
• managed funds
• gearing
• shares
• superannuation
• retirement planning

If you haven’t already adopted some of these strategies you may not be getting the most out of your money. Don’t leave it too late, the earlier you start using some of these strategies the more money you’ll have for the future.

Things to consider When thinking about wealth creation strategies, there are a few things to consider:

1. What do I want to achieve?
2. When do I want to achieve it?
3. Will I need access to my money along the way?
4. How much control do I have over the investment strategy?
5. What level of return do I need over the long-term?
6. How can I minimise the amount of tax I pay?
7. What are the risks?
8. Can I afford to retire?

Don’t worry if you have difficulty answering some of these questions, our advisers are available to help you.

For more information on wealth creation contact a Schroeder Capital adviser.