Future Wealth is a concept that takes you from where you are today, to where you want to be in the future. It is about building wealth and building wealth simply means building your financial resources. So to do this, firstly you need to determine what you want to achieve.
Take Steve for example, he is currently forty and by the time he turns sixty he wants to pay off three investment properties. So now that we know where Steve wants to go in the future, we can put plans i...n place and set sail to achieve Steve's Future Wealth goals.
It is important to keep an open mind along your Future Wealth journey because things in your world can change at any time. You may complete some extra study or get a promotion and therefore your disposable income increases or you could even take a pay cut. In these circumstances we will need to adjust our sails accordingly.
We recommend that Clients, like Steve, to review their Future Wealth journey bi-annually and that way you will always have the peace of mind that you are on track and quite often you will see the potential to achieve more than your original goal.
So don't keep putting your Future Wealth goals off, contact us today and set sail! We guarantee that you will wish you'd started sooner.