Sourcing funds to invest

How can I set aside funds to invest? When considering accumulating wealth for future purposes, enquirers are often concerned as to how they might be able to source funds to invest - they are struggling to meet the daily/ recurring costs of living as it is! Longer term goals giving rise to such concern include: a level of financial independence in retirement; for estate planning bequests; or for establishment of a philanthropic foundation/ [...]

By |2022-01-31T19:20:59+10:00April 20, 2015|Wealth Management|0 Comments

Bad Debt made Good

Why do we want Bad Debt made Good? Bad debt made good results in tax-effective funding and more effective wealth accumulation. Making bad debt good, is to move the debt from assets that are not income producing to assets that are - and the interest on the debt becoming tax deductible (if correctly managed). What is 'bad debt'? Any debt that has to be repaid from after-tax money is called [...]

By |2021-03-16T16:03:19+10:00April 16, 2013|Investment Strategies, Wealth Management|0 Comments
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