You may be at a stage where your financial plans are advancing, and you’re looking for opportunities to create greater wealth for you and your family.

Three steps to starting

Plansure helps you build your wealth via a simple 3-step process.

  1. We undertake a detailed analysis of your income, expenditure, assets and liabilities. This highlights immediate wealth building opportunities, including debt reduction strategies and retirement savings plans, and is the starting point for your plan.
  2. We design a strategy that suits your goals and your attitude to risk and identify appropriate wealth building and preservation products to build and support your portfolio. Then, with a wealth building strategy and support products in place.
  3. Our third step is to continually report on and actively manage your portfolio to ensure you achieve your goals.

Do I need to borrow?

Borrowing is a means of increasing the funds you have available to invest, and any interest on borrowed funds may be tax deductible. Depending on your situation, loans can be arranged with little or no security, no deposit, be interest-only, and you may even be able to borrow on a progressive monthly basis.

Tax Savings

Investment tax deductions can include any interest paid on your investments, the actual amount you have invested or a combination of both. Reducing the amount of tax payable through legitimate, reputable investment structures and products can enable you to channel your savings into further wealth creation pathways.