If you want to achieve your long-term goals sooner you may want to borrow for investment purposes.

Commonly known as gearing, the strategy of borrowing money for investment purposes can enable you to build your wealth faster than if you relied exclusively on your own capital. The downside is that it can enhance your losses if your investments fall in value.

Our Borrowing Strategies Webinar Recording will explain exactly what your gearing options are and help you to decide whether gearing is suitable for your circumstances, and if so, which gearing strategy is the best fit for you to reach your long-term goals sooner.

This webinar recording covers:

1. What is Gearing?
2. The key benefits and risks of Gearing
3. Types of Gearing available
4. The different structures available for Gearing
5. Gearing in Superannuation

Darren Chinnappa and Victoria Habra help you to determine the most appropriate borrowing strategy for you and your circumstances.

Webinar Materials

Download webinar slide deck

Selecting the right investments and tax structures can be a major challenge. We can help you select the most appropriate investments for your financial and taxation objectives. 

Get in touch below for a free initial consultation with a Nexia Financial Advisor for informed insights into the current market conditions and the facts that you need to make informed investment decisions. 

Managing the unique challenges of growing your personal wealth and deciding on the right financial path is not always easy.

These webinar recordings will help you to plan to optimise your cash flow situation, invest in the most appropriate vehicle, have the right investment strategy in place, structure any debts you have in the most efficient way possible, and take advantage of the benefits of superannuation for wealth accumulation purposes.

Due to the quantity of valuable information on this topic we hosted the webinar in two parts. Download the slides and watch the recordings below for both our webinars which are: 

Part 1 - Wealth Accumulation Fundamentals

• Cash Flow and Budgeting – Identification of income, tax, lifestyle requirements, capital expenses, and surplus cash flow available for investment.
• Entity Structuring – Ensuring that you are utilising the right ‘vehicle’ to reach your financial goals.
• Debt Management - By reviewing and appropriately restructuring loans, there may be potential to allocate more resources to meeting your financial goals.
• Risk Profile Considerations – Matching the correct asset mix to your risk, return and timeframe requirements.

Part 2 - Wealth Accumulation Strategies

Strategies to build wealth including:

• Investing in growth assets
• The use of instalment investing
• Gearing  - How to borrow funds to buy an investment asset, and what type of gearing is best suited to your circumstances
• Investment Strategy Considerations – Key things to consider when developing an investment strategy, and the portfolio construction process.
• Superannuation Strategies – Accumulation phase strategies to accelerate wealth accumulation for retirement.

Webinar Materials

Part 1 - Wealth Accumulation Fundamentals: Download webinar slide deck

Part 2 - Wealth Accumulation Strategies: Download webinar slide deck

All phases of the wealth creation cycle present their own set of financial challenges and opportunities. Nexia's comprehensive client planning process enables us to provide you with individualised advice and the broadest possible spectrum of investment possibilities.

Get in touch below for a free initial consultation with a Nexia Financial Advisor to discuss your current cash flow and start planning your best financial future today.

Ensure your estate ends up in the right hands

Estate planning is a way of ensuring that the assets you have worked hard to build up are passed onto your beneficiaries in a tax effective manner.

A well-considered estate plan can provide you with certainty and a peace of mind as an effective estate plan facilitates getting the right assets, into the right hands, at the right time.

This webinar recording focuses on:

1. What is estate planning.

2. Factors to consider when estate planning.

3. Testamentary Trusts and why they are beneficial.

4. The treatment of superannuation should someone pass away.

Sylvia Liang and Darren Chinnappa will help you answer these questions and explain how they impact your long term financial position.  

Webinar Materials

Download webinar slide deck

Estate planning is not just about planning for death, it also involves the consideration of how assets and financial decisions should be made when you or someone close to you loses their physical or mental capacity to make such decisions. 

Get in touch below for a free initial consultation with a Nexia Financial Adviser to work through your estate planning needs in order to create a comprehensive plan to ensure your loved ones are protected for the future.