Wealth Accumulation

Focussing on more clearly defined goals is one of the key features of being in the “wealth accumulation” phase of your life.

During this stage you will be looking to support your financial obligations, personal situation and career.

Do you want to make sure your Superannuation is providing you with the best investment options and returns for the long term? Are you branching out on your own and have started your own business?  Do you have a young family and want to make sure they are taken care of should anything happen to you?   Whatever key questions you need answered, we can help.

Some of the areas you can talk to Forest Accounting and Taxation Services about include:

·         Your current family financial situation and your long terms goals

·         Business start-up requirements to adhere to legal and taxation laws

·         Accounting practises and best options for your new business

·         Reviewing your current Superannuation performance in line with your long term goals

·         Family trust consulting services to plan for your family’s future

·         Investment options that will grow your wealth, while being manageable to your current financial situation (including Negative Gearing)

Contact Forest Accounting and Taxation Services today to discuss your current situation and how we can help you.