Wealth Creation Brisbane

At Humphrey Partners we specialise in maximising client wealth in the Brisbane area and beyond.  Good financial planning takes advantage of as many wealth creation strategies as possible, we like to use a wide range of strategies at our disposal to help our clients build wealth.

Common questions asked by new and existing clients include:

"What is wealth creation?"

"What is the best way to build wealth?"

Wealth is created when a person’s financial net worth increases (after adjusting for inflation) as a result of:

• Investment growth
• Investment gearing (negative and positive gearing)
• Salary packaging
• Spending less than you earn, including investment income
• Government grants, tax offsets and schemes (ie superannuation co-contribution, first home owners grant and savings scheme, etc).

Tax planning

Wealth creation is enhanced through tax planning, which can include:

• Debt reduction strategies
• Pre-retirement strategies
• Avoiding land tax where possible
• Structuring of business and investment assets - possible use of discretionary trusts and borrowing for property in superannuation.

Other

Additionally, wealth creation can be assisted by:

• Spouse superannuation contribution splitting
• Reducing living expenses
• Reducing transaction costs.

Humphrey Partners is conveniently located on the outskirts of Brisbane's CBD.