Wealth Management/Creation

Albert Einstein once said “Compound interest is the eighth wonder of the world. He who understands it, earns it; he who doesn’t, pays it”.

And his philosophy is fundamental in our approach.

Additionally, “Time is money” (Benjamin Franklin) & we strongly believe in both aphorism in our plans to help clients build wealth.

Essentially, we look to plant multiple seeds in the ground & giving them time to grow into trees.

We are passionate about providing the highest quality financial advice & guidance to help build your wealth for your future.

We appreciate that every investor’s interests & experience is, so we will tailor our wealth management solutions in order to maximise your potential.

Using your personal goals, needs and expectations, we will create a strategically constructed portfolio as part of your overall diversified and holistic financial plan.

The key strategies we will work with you in your wealth management include:

  • Asset allocation and diversification
  • Superannuation structuring 
  • Identifying and utilising surplus income
  • Retirement planning
  • Tax structuring and efficiency
Veyron Wealth Group Tax Planning

From our initial consultation, you will have a clear understanding of your of financial goals and objectives, and what needs to be done to help realise your short and long-term financial goals.

Thereafter, we can provide a clear plan for your financial future.

  • Financial advisers with a thorough understanding of your personal situation and circumstances, involving planning, investment strategies and goal management
  • Provide you with ongoing support for any financial or administrative queries
  • Regular reviews of your personal plans, strategies and investments by your wealth management professional – as life changes & so will your plan.
  • Provide expert update on the latest in financial and economic changes, issues and strategies.
★★★★★ 5/5
HIGHLY RECOMMENDED BY OUR CLIENTS

Our Investing Process

To ensure the long-term sustainability of your portfolio, our wealth management strategies are underpinned by our CARE® Investment Philosophy.

CARE® combines good investor behaviour with smart, extensive, research-based decision making

We will create a holistic and personalised strategy that is right for you.

What does CARE® stand for?
  • Core Investments (40%-100% portfolio depending on risk profile)
  • Active Investment (0%-20% portfolio depending on risk profile)
  • Reserves (Retirees – up to 4 years’ worth of spending/Working Income Protection and Emergency Fund)
  • Enhanced Returns (0% – 35% depending on risk profile)

Our investment process has many benefits, including:

  • Consistent, easy and straightforward communication
  • Helping you to gain an uncomplicated understanding of WHY you hold every investment in your portfolio
  • Ensuring your portfolio delivers long-term returns in order to reach and maintain your goals
  • Allowing you to avoid common investing mistakes when markets are at extreme highs or lows or periods of high volatility
  • Adjusting your strategy as your portfolio grows or your needs changes.

We help you to grow and adapt your investment strategy as your wealth grows to ensure you are always on track to achieving your financial goals