Gearing where you are borrowing to invest, can be a valuable wealth creation tool. While most generations can tell a story about a financial crisis or a downturn in the economy and subsequent investments, gearing can also have an upside.
Many clients do not realise that bricks and mortar investing is not the only gearing strategy available. When investing in property this can include both shares and managed funds, as well as many other advantageous investments.
Investors should be aware of the pitfalls and ensure that they have allowed for a change in circumstances and investments over time. We can help plan for these changes and explain what happens when this occurs. This allows the client to make ‘the informed decision’.
We can offer an initial professional advice and then constant monitoring to guarantee current and future taxation minimisation advantages. We can also assist you in receiving your tax refund early through proper tax management that will further benefit you by reducing the interest on your loans.