Dive into Wealth Creation with Burke Britton Financial Partners and Loan Market Geelong in an insightful webinar that unveils the complexities of wealth creation. Delta Smith and Sarah Daly guide you through the key avenues for financial growth and the wisdom behind each.

This episode covers:

• An Introductory Perspective on Wealth: Uncover the importance of wealth creation for financial stability and independence.

• High-Level Wealth-Building Strategies: Learn about the strategies you can employ to enhance your wealth creation journey.

• The Role of Financial Planners: Discover how financial planners analyze your circumstances and craft personalized strategies to meet your financial and lifestyle goals.

• Debt Recycling Explained: Get to grips with converting non-deductible debt into deductible debt, and how this can be a game-changer in wealth accumulation.

• Tax Minimization Tactics: Find out how to structure your assets and investments for tax efficiency.

• Investment Vehicles: Discussion on the place of property, shares, and managed funds in a diversified investment portfolio.

• Protecting Your Wealth: Strategies for safeguarding your growing wealth against unforeseen circumstances.

• Asset Sale Timing: Learn when and how to sell assets in a way that aligns with your financial objectives.

• Understanding SMSFs: Explore the benefits and considerations of using self-managed super funds for property investment, especially for business owners.

• Navigating LMI: A detailed look at when Lender's Mortgage Insurance applies and how to approach it.

• The Importance of Loan Structuring: Gain insights into the critical role of proper loan structuring and the value of professional advice in avoiding common financial traps.

• Interactive Q&A: The presenters address real-life queries from the audience, offering tailored advice and clarifying common misconceptions.

Join us for a session filled with actionable insights, practical advice, and the latest trends in financial planning and wealth creation. Whether you are starting on your financial journey or looking to refine your strategy, this episode will equip you with the knowledge to pave your way to financial success.

2023 11 15 Hot Topics - Loan Market Wealth Creation.pptx

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, [email protected], visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676

You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP

PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.

Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.