Resources

If there's one single, powerful reason for managed investment, it comes down to achieving financial indpendence and freedom. The purpose of investing and financial management is to grow your wealth through capital growth while increasing your income in the form of passive income while you wait for this. Here's a collection of articles and expertise we've prepared on financial independence, investing, family trusts, tax and financial management. Have a read - and don't hesitate to contact us to book a free consultation to learn about our solutions.


Why Invest in Shares Why invest   Success comes from taking a different set of steps. When it comes to investing, you want to take a more rewarding path.

This article looks at why we invest in global shares, and includes some research on how shares have performed in comparison to the property market over the past 10 years.

Achieve Financial Freedom Financial Independence   Financial independence gives you the integrity of choices. It can make work optional and allow you to choose your own flight path.

This article provides a rough guide on how to calculate what you need to achieve financial independence and distinguishes financial independence from financial freedom.

Luxury Retirement Planning Retire Sooner   Build a global portfolio of shares in quality companies, and you could achieve financial independence sooner than you think.

This article provides a general discussion on the potential to retire early by building a diversified portfolio of global shares and compares this with property investment.
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