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the wealthy profile
strategy
You'll find that highly successful investors have a strategy in place. What are you hoping to achieve, and when are you hoping to have this accomplished by?
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structure
The "how" or the "game plan" as we call it outlines the ownership model with your desired goals in mind, tax effectiveness, debt reduction or wealth accumulation!
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application
Knowing and doing are not the same, the application of knowledge does not guarantee success, but lack of action all but guarantees failure!
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wealthy mindset
EDIT - Knowledge is knowing a tomatoe is a fruit, wisdom is knowing not to add it to a fruit salad!
There exist situations where an investor may go into a transaction with a clear strategy and set of future goals in mind for a property, however if the structure doesn't support those goals and isn't setup properly, that investor will likely create an avoidable negative fianncial event in the future.
Risks to be idenfied may be transferring the asset to a loved one or selling the asset only to be hit with an unncecessary tax liability, all of which could have been avoided if the investor knew to ask their accountant specific questions. While we do not offer advice we absolutely encourage clients to seek advice specific to their circumstances.
As a complementary member of the Wealthy People Club, and simply speaking with us, we can help with simplified language the best way to break down your actual goals. Do you want to "gift" this property to a loved one in the future, would you like to reduce capital gains tax, perhaps you have are looking for a property exempt from Land Tax because you have hit a threshold, there are specific circumstances where you may need to speak with a Lawyer, but how do you know? Enter, the Wealthy People Club.
If any of this makes sense to you and seems reasonable, then I would suggest you should connect with us to learn more.
As a complementary member of the Wealthy People Club, and simply speaking with us, we can help with simplified language the best way to break down your actual goals. Do you want to "gift" this property to a loved one in the future, would you like to reduce capital gains tax, perhaps you have are looking for a property exempt from Land Tax because you have hit a threshold, there are specific circumstances where you may need to speak with a Lawyer, but how do you know? Enter, the Wealthy People Club.
If any of this makes sense to you and seems reasonable, then I would suggest you should connect with us to learn more.
Attend our free webinar
Register below for our regular Webinar series to learn how the wealthy use various structures to set themsevles up for success
what is wealth
Wealth is the freedom to do the things you want, often times this is related to finances and having the money required to travel etc. but wealth can also means having the ability to spend time with family, friends and loved ones. Taking the decision to invest the time will pay dividends in the long run. Imagine not having to worry about bills and all the stress associated with finances? Is that not worth exploring further? We think it is
"Wealth buys me time to pursue the things in life that really matter."Alex Goldhagen, Co-Founder.jpeg)
Freedom lies in being bold.jpeg)
"Freedom is never voluntarily given by the oppressor; it must be demanded by the oppressed."Martin Luther King