Wealth Collaboration Group | Financial service

Wealth Collaboration Group

Phone: +61 1300 362 995

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20.01.2022 If you’ve ever invested through an adviser, chances are they mentioned platforms or wraps. And no, we’re not talking about shoes or a lunch option. An investment platform is an administrative service that offers an extensive menu of investments wrapped up in a single account. Benefits include: ... Investment choice Simplicity and efficiency Access to investments that would normally be out of reach Click the link to learn more or contact us for a chat. https://www.wealthcollaborationgroup.com//a-short-guide-to ... #wealthcollaborationgroup #financialadvice #superannuation #investing

14.01.2022 At one point or another, most of us have resolved around January 1 to exercise more, eating better or simply being more healthy and focus on doing better financially. Though it’s a tricky resolution to start, and even more challenging to keep up - some smart preparation and the right tools can help set you up for a year of health and financial wellbeing. https://www.wealthcollaborationgroup.com

08.01.2022 With only 23 days left of the year - hit the ground running, start goal setting and planning for your 2021. How achievable and smart are your goals? A SMART goal is ... Specific Measurable Attainable Relevant Time-bound Think about the results you want to see and take action. ... #wealthcollaborationgroup #goalsetting #financialadvice

06.01.2022 Ever heard of debt recycling? Debt Recycling is a strategy that aims to help you pay off your non-deductible debt (eg your home loan) as quickly as possible while also building up your wealth in a tax effective way over the long term. It involves replacing or ‘recycling’ the debt in your family home with tax-deductible debt from investments.... Benefits include: Paying off your mortgage years sooner Create ‘good’ tax deductible debt Generate long-term investment growth To learn more about on how a debt recycling strategy could work for you, use the link below to book in for a chat. https://calendly.com/wcg_bookings/lets-chat ... #wealthcollaborationgroup #financialadvice

03.01.2022 No time like the present! ... #wealthcollaborationgroup