- 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
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.