Achieve Ultimate Financial Freedom!

At Salt Financial Group our integrated financial services are able to create a detailed and personalised plan to help you achieve Financial Freedom. This plan can help you to understand how you are positioned to meet your retirement and pre-retirement goals. We can use this to recommend appropriate strategies for building wealth and reducing tax. One or more of these key 6 options may be appropriate for you:

1) Protected Share Investments

You may be able to use your surplus cash flow or additional cash to set up a personal portfolio, which we can tailor to the time horizons of your goals. We can recommend various investment assets to diversify your portfolio, which aims to minimise risk and maximise performance.

2) Superannuation Review

By simply having your superannuation reviewed you can understand if you are invested appropriately for your stage of life if your fees are competitive, and your performance is optimal. You may be able to improve returns by 1 or 2% pa through this process, while this may not seem like much, it has the potential to make hundreds of thousands of dollars difference to your retirement balance. A popular option for investors seeking flexibility and greater control of their superannuation is either a Self-Managed Superannuation Fund or a Super Wrap. We can help you get started with an SMSF or super wrap account.

3) Debt Optimisation

Our specialised finance broking network will ensure any current or future loans are correctly structured for you and with a competitive interest rate.

4) Tax Planning

With effective tax planning every year, you can legally reduce your tax and increase the after-tax dollars that hit your bank account.

5) Increase your Business Value

Using our new business “On Track” Plan we can set out a 5-year projection of your business value and an action plan on how you can increase it. Then check-in every month/quarter to ensure you’re always on track.

6) Cashflow Management & Budgets

We can use our secure, bank account-integrated software to track your transactions, which will help you understand exactly where your money is going month to month. Understanding your expenses helps to you to refine your budget and reach your targeted goals.

We at Salt Financial Group are here to help you have a better financial future.

Join us for 30 minutes for a coffee and chat.

Contact us today.