Wealth Creation

ProInvest can help you build your wealth with quality advice from one of our highly qualified Financial Advisors. Our strategies to help you build wealth include:

GENERAL FINANCIAL ADVICE

We will meet with you to discuss your individual situation and then develop appropriate financial strategies based on your current financial situation, your attitude to investment risk, and your short, medium and long term investment goals.

When developing your financial strategy we will take into account your current financial situation including you’re:

  • Income from all sources including salary, investment returns and rental income
  • Current tax situation including any salary packaging options
  • Assets and liabilities
  • Dependants, if any
  • Superannuation

From this information, we will develop a detailed Statement of Advice that will include all relevant information you have provided and outline appropriate strategies to help you achieve your financial goals.

INVESTMENT ADVICE

Investing is about watching you money work as hard as you do.

Our investment approach starts with understanding our client needs, objectives and goals. We assess your financial and personal position and ascertain your safety and comfort towards risk. With our clients position established you are provided with investment options and a tailored strategy to help you achieve your goals.

As your circumstances change your adviser will be there to re assess your needs.

SUPERANNUATION AND RETIREMENT PLANNING

Super is simply your savings for retirement. It’s about providing you with the freedom to make choices in your retirement about the way you choose to live.

Superannuation need not be complicated as information can be simplified and relevant to your situation.

Superannuation will play an important role in retirement and how we manage and plan your super will have a material impact on whether you will achieve your goals. There are a number of strategies that can assist with building your wealth within super. Some of these strategies include:

  • Salary Sacrifice
  • transition to retirement
  • consolidating your super
  • making smart investment choices
  • contributing more to super and taking advantage of concessional and non-concessional contribution limits
  • government co-contribution scheme
  • splitting contributions with your spouse
  • explaining how DIY super works and if it’s right for you

SMSF ADVICE

We provide advice in establishing a self managed super fund (SMSF) and investing in asset classes suited to your requirements.

Wealth Creation

We help you build your wealth with quality advice from one of our highly qualified Financial Advisors.

Wealth Protection

Protecting your wealth is as significant as the strategies implemented to increase your wealth.

Finance Brokerage

We offer a complimentary and no obligation detailed assessment of a loan to suit your requirements.

ProInvest

Shop 2, 245 Bridge Road, Richmond,
Victoria 3121

Tel: (03) 9428 0041
Fax: (03) 9428 0043