Creating Wealth

We can develop a wealth creation strategy that is the right mix for your investment profile, considering all asset classes – property, equities, both domestic and international, fixed interest, debentures and cash.

Whether you are just starting your journey to financial freedom, about to retire and enjoy the rewards of your hard work or at a life stage between the two, Blackmore and Partners has a range of services to help you along the way.

It's all about you achieving your goals and in order to assist you on your journey we will meet with you to discuss your individual needs and objectives and develop a personal strategic plan.

We will need to know your

• income
• liabilities
• cash flow
• debt levels
• taxation situation
• estate planning position
• existing insurance cover
• current superannuation
• other investments

We also need to ascertain how you feel about investing and the level of risk you are prepared to take and we will work with you to identify your short, medium and long term goals and objectives.

Once we have identified your needs we will research, prepare and present you with a comprehensive Statement of Advice.

When you are comfortable with your plan we will assist you to implement your strategy and to ensure that you stay on track, we will review your progress on a regular basis and modify the plan as your personal circumstances change.

Tel (within Australia): 08 8221 6515 Tel (international): +61 8 8221 6515