Personal Investment Strategies to Build Your Wealth
GDA can assist you in creating wealth. We construct portfolios tailored to your goals and structure your investments to maximise wealth while minimising costs and taxes. Importantly, we do this for you as the investor and not for the benefit of others.
The key to your success as our client is our ability to deliver on strategies genuinely designed in your best interests. Because of this all of our strategies are tailored to your personal goals and investment mindset. To design a strategic wealth creation plan and construct a portfolio that shifts the fundamentals of investment success into your favour we will work with you as follows:
- Initially, we will sit down with you to discuss and determine your fundamental financial desires and investment preferences.
- Together we will then refine your desires into measurable and achievable goals and objectives. In addition we will determine with you the balance between your priorities, for example whether the level of retirement income you will need to enjoy your retirement is a higher priority than how long you will need your retirement income to last for.
- Finally, through our investment education we will demonstrate how the principles of investing shape the outcome you achieve. In addition, we will show you how these principles can be used to make markets and investment work for you.
Once your portfolio is in place we will meet with you regularly to manage and update your investment program. We do this to ensure that you reach your goals, whether that’s increasing retirement income or superannuation investment growth. Most of all the key is to make sure that you are not taken off track.