Create, manage and keep your wealth
Furthering our specialist’s advice in the areas of investments and wealth management, The Ebony Rose Group will formulate a strategy to accelerate the track to your financial goals.
Our strategy and planning will focus on your:
- Cash Flow – how to manage and optimise for efficiencies
- Budgeting – setting goals to drive your investing
- Insurance – protecting you and your increasing assets
- Debt management – for now and the future
- Asset – acquisition and structuring
- Tax – planning for gearing and savings
- Superannuation – building your retirement base
- Centrelink – optimise age pension
We cover the simple day to day management of your finances, whilst also advising you on the best course to build your wealth through a variety of asset classes.
Taking the next step need not be a stressful one. With our assistance, we can help you move effortlessly from a position of just surviving, to one where you are really thriving.
- Up to three meetings
- Research and creation of financial plan
- Preparation of Statement of Advice (SoA)
- Implementation of financial plan
- Up to two strategies (i.e. insurance and super, retirement and Centrelink)