RetireInvest Wangaratta, Benalla and Wodonga
Phone: 03 5722 2226
16 Templeton St, Wangaratta VIC 3677
3 Cecily Court, 68 Nunn St, Benalla VIC 3672
33 Stanley Street, Wodonga VIC 3690

You don’t need to be wealthy to create wealth. Our clients are often amazed at how much money we can unearth for them. Money that can be invested rather than wasted.

There are seven main ways we help you see how you may do this:

  • Streamlining your finances - We can set things up to reduce or remove unnecessary fees and interest charges. We can make it easier for you to track and manage your expenditure to save you time and money.
  • Reducing your living expenses - without impacting your lifestyle, by helping with budgeting and cashflow.
  • Managing your debt and reducing the interest you pay.
  • Shrinking your tax bill - tax is probably one of your biggest expenses. Imagine if you could reduce it by 5% or even 10% by investing in tax efficient ways.
  • Getting your money to work for you - by committing to a regular investment program, getting the most out of your super, or making the most of tax efficient investments and the Centrelink and government benefits available to you.
  • Formulating a retirement plan - so that you plan to have the money to afford the retirement you choose.
  • Working with your other professional advisers - to create and put into place efficient structures and processes to create wealth from your business.

Great financial advice works like fertiliser for your money – multiplying your assets and accelerating growth. Our role is to create strategies that are right for you, and then help you implement them.

These strategies may include:

  • Investment strategies – portfolio construction and investment selection, tailored to your individual requirements and based on extensive research.
  • Superannuation strategies – to help you save for retirement and take full advantage of this tax-effective environment.
  • Gearing strategies – borrowing to invest is a powerful tool in skilled hands and can be extremely effective at super charging your investment.
  • Retirement income stream strategies – tax-effective strategies that can continue to grow your capital even in retirement.
  • Business optimisation strategies – helping you manage your business assets to increase their benefit to you personally.