Wealth Creation

In the ideal world, building wealth through investments, shares and properties would be simple and most people (regardless of background and income level) would easily meet the following goals:
  • Spending less than you earn
  • Investing the difference in quality growth assets
  • Owning your own home
  • Managing your borrowings wisely
  • Owning an investment property
  • Implementing smart superannuation strategies
  • Building a professionally managed share portfolio
  • Putting general financial protection in place for your family
Of course, as we all know, life often throws the unexpected in our paths so your wealth creation plan will change as the years go by.

This is why at Arrow Focus on Wealth we follow a "Stages of Wealth Creation" approach. It's a process that tailors a strategy to your unique situation and that starts with the end goal in mind:

  • Starting Out This is where most people start their financial journey, where you feel you are in need of a new direction, plan, or strategy to meet your goals.

  • Stage One Establishing a Strong Financial Foundation

  • Stage Two Creating Wealth

  • Stage Three Starting the Countdown to Retirement

  • Home Run This is where most people would like to end up at the end of their lives, with the ability to retire in a style they see fit, having met whatever goals they had initially set out. It is a stage where you can finally enjoy the fruits of your labour while living a life of financial independence.

No matter what stage you are at and which stage you would like to go to next, Arrow can help you.

And the best part is that we are willing to sit down with you to evaluate your existing positions to determine what steps are required to get to the next base in a completely complimentary consultation.

To book yours today, fill in our contact form to indicate your interest or freecall 1800 731 328 for more information.

Any advice in this website is general advice only. The content has been prepared without taking into account the investment objectives, financial situation or particular needs of any particular person. Before making a decision about any information contained on this website you should carefully consider the appropriateness of the information in light of your personal circumstances in addition to the information provided in the PDS of the relevant financial product. You should also consider seeking professional advice from your financial adviser.

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