Prosperity
True Wealth is about more than money.
At Lead Financial Solutions, we offer a comprehensive financial advice to medical professionals.
We can tailor an effective financial plan for you from a wide range of services including:
- Cashflow management and budgeting
- Estate planning
- Insurance
- Retirement planning
- Investments
- Debt management
- Superannuation including SMSF
We help you understand the best way to manage your money and grow it and stay disciplined with your investment strategy. Whatever your needs are, whether you are looking to buy a home, save for a future expense, education, retirement, we will help you with a plan to grow wealth.
We can discuss strategies that suit you including investing in property – this is a very common way of building wealth, starting with the family home. Property for investment purposes including practice premises is also a good idea and we can talk through who should be the investor. Shares and other market related investments – this can be a good idea for some clients depending on your risk appetite and needs. We can talk about the various products out there and see if they fit with you. When implementing any wealth creation strategy, it is important to consider your overall financial needs so we make sure to cover retirement planning, wealth protection, asset protection, and superannuation.
Investing is a process that takes time, and you can start at any stage or amount. You need to have an understanding of what is available for investment and risk and a good approach is never invest in something you do not understand. Starting early also gives your investment time to grow and we can discuss a very disciplined and simple approach to investing.
