We are outcomes based, we work everything backward from where you want to be. The difficult part is knowing where you want to be. How big do you want to get it, how good of an outcome do you want.
We work with two compelling factors. Time and Money. We are acutely aware of the relationship between those two points.
We use a tried and tested, disciplined approach to wealth creation. No stock picking, no high-risk punts. Just the application of a science based and organised approach to reaching your financial goals.
An army marches on its stomach, success is about efficient supply chains to the troops. It’s not about heroics and guns; it’s about efficient resource management and the attention to important things in a timely manner.
WE OFFER AN INITIAL COMPLIMENTARY, NO OBLIGATION MEETING TO REVIEW YOUR NEEDS, IDENTIFY YOUR GOALS AND YOUR VALUES, AND DISCUSS YOUR SITUATION.
Tax and Accounting
For most of us, tax is our biggest expense. We work closely with you to ensure that your arrangements are managed in the most tax-efficient way possible. Our Accountants assist with the design of effective ownership-structures for assets and enterprises. They work closely with our Financial Advisers by focusing on the taxation implications of key decisions for our clients.
We recognise that the key to money is understanding not what it can buy, but what it can do. The key outcome of that understanding is the achievement of financial independence. Our specialist staff work with you to ensure that your financial objectives are identified, are clarified and ultimately, are achieved.
Your mortgage is a key part of your overall financial strategy. We are experts at structuring and packaging your borrowing-structure to get the most efficient outcome to suit your situation. We ensure that the progress from loan submission to loan settlement is efficient and seamless. We have specialist knowledge in residential home loans and the multitude of lender offerings; not only do we find the most suitable loan for you, we ensure that approval and settlement happen quickly.
Direct property is a store-of-wealth asset. It is less likely to demonstrate the level of volatility that is seen in the equities market (particularly in the last seven years!). Direct property, acquired using a structured research process, will assist you in building a pool of income-producing assets to achieve financial independence. We focus on research, where individual property investors often focus on emotion.
Connective Excellence Awards
Home Loans Mortgage Broker of the Year
Make an Appointment
Please contact us to start the process. It’s the first step in starting to get complete control of your tax-planning and your personal finances.
We have a rapid response to all enquiries as we recognise that our clients
are busy people who require swift and accurate responses.
Your initial meeting with a Locumsgroup Financial Adviser, Accountant or Mortgage Manager is at no cost to you. Make an obligation free appointment today.