Wealth Creation

What is the best approach to protecting your assets? If wealth preservation and properly safeguarding your assets is important to you, we have the tools that may assist you.

In the event of a family breakup, we have strategies that may reduce your personal income tax burden

We can help you formulate a retirement plan so you can concentrate on your next holiday

Want to keep in control of your SMSF Compliance obligations?

Want to experience the GW&a Difference? Easy as…..pick up the phone and make the call

We can provide you and your business with tax saving strategies.

Wealth Creation

Wealth and Financial Freedom

Developing a financial strategy for wealth creation at an early age can richly reward investors and set them up for life. Many are unsure how to accumulate wealth and which investment products are most suitable for them. We can provide you with insights in relation to types of investments available and whether they are appropriate for your goals and objectives in wealth creation. Furthermore, we can engage with you on an ongoing basis to determine whether there are future investment opportunities available. Instead of employing a “set and forget” strategy, we aim to develop a long-term financial relationship with you to assist you with each stage of life.

Strategies

There are numerous strategies for wealth creation from shares, real estate, investments and more. Our team are continually developing strategies to maximize wealth creation. To find out what strategies best suit your needs and to plan and execute these strategies for your future wealth, contact us today. 

Time

Along with the right strategies, time is a key factor in the level of wealth you can accumulate, the earlier you start your wealthy journey the greater your success. Gerard Wilkes & Associates will work with you throughout your entire wealth creation campaign. Always ensuring that those strategies used are working correctly and continue to maximize your success. To get your journey started call us today and our team will help you onto the path of wealth. 

Knowledge

The key to unlocking the potential to create wealth is knowledge. Gerard Wilkes & Associates are continually expanding and growing their wealth of knowledge to further enhance your wealth and your knowledge. Our team know that the depth of knowledge needed to be successful in wealth creation can be daunting to you and therefore help you understand strategies without the worry or stress. To discuss your needs please call our team today…

Wealth Creation

Learn more about wealth & wealth creation

Schedule a time to talk to one of our  team who can help you:
Learn how taxation planning help your wealth creation.  What is the best age to start you wealth creation journey? 
Is share trading the right fit for you? Do you have time to spend ensuring strategies are up to date? 
Should you be investing in real estate? Find out how superannuation can aid your wealth creation.  
     

Don’t wait until it’s too late. Contact us, today

MEASURING WEALTH

There are many ways to measure wealth, money, assets, health, well-being to name but a few. Our accountants have a wide range of experience in helping you to grow your financial wealth no matter what type of entity you have. Find out more and contact us today…

Take Control

Let us help you take control of your finances. Talk to one of our team members today and start your journey to wealth creation.

Contact Us

"Effective asset protection strategies can limit and in some cases avoid liability for individuals who are carrying on a business."

"Has your business got the right policies to ensure your safe from legal action?"

"We can help you manage your affairs to ensure a smooth transfer of wealth to beneficiaries."

"We can assist you with all your Self Managed Super Funds or referred to as SMSF requirements."

"Our team will ensure you pay only what you have to, through careful tax planning, we also do tax returns."

Wealth Creation

Wealth and Financial Freedom

Developing a financial strategy for wealth creation at an early age can richly reward investors and set them up for life. Many are unsure how to accumulate wealth and which investment products are most suitable for them. We can provide you with insights in relation to types of investments available and whether they are appropriate for your goals and objectives in wealth creation. Furthermore, we can engage with you on an ongoing basis to determine whether there are future investment opportunities available. Instead of employing a “set and forget” strategy, we aim to develop a long-term financial relationship with you to assist you with each stage of life.

Wealth Creation

Strategies

There are numerous strategies for wealth creation from shares, real estate, investments and more. Our team are continually developing strategies to maximize wealth creation. To find out what strategies best suit your needs and to plan and execute these strategies for your future wealth, contact us today. 

Time

Along with the right strategies, time is a key factor in the level of wealth you can accumulate, the earlier you start your wealthy journey the greater your success. Gerard Wilkes & Associates will work with you throughout your entire wealth creation campaign. Always ensuring that those strategies used are working correctly and continue to maximize your success. To get your journey started call us today and our team will help you onto the path of wealth. 

Knowledge

The key to unlocking the potential to create wealth is knowledge. Gerard Wilkes & Associates are continually expanding and growing their wealth of knowledge to further enhance your wealth and your knowledge. Our team know that the depth of knowledge needed to be successful in wealth creation can be daunting to you and therefore help you understand strategies without the worry or stress. To discuss your needs please call our team today…