Our Process

Property and finance

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Assessing your financial structure

At Gordon Wealth, we begin with a comprehensive financial assessment. The goal being to understand your financial position, needs, and future goals. Our financial specialists will help you work around your budget, analyse your cash flow and save tax.

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Debt and mortgage reduction

A property loan doesn’t have to be an unnecessary burden on your finances. Mortgage reduction is a real possibility when you’re working with us. We’ll help you identify the best types of loans that are available to you. We’ll show you how to restructure or consolidate your loans to help you better manage your finances.

Your borrowing capacity

We’ll support you to navigate the question of debt, find your (debt) comfort level, and help you understand the funding options that are available to you. We can also show you how to use your borrowing capacity to investment successfully.

Tax assisted property in investments and leverage

We use the latest financial technologies to help you scope the market, maximise tax savings and leverage your investments to achieve your financial goals.

Monitoring program

With our help, you can monitor your investment’s performance, review your finances and build a strong investment portfolio.

Shares, superannuation or managed funds

It can be daunting and challenging to choose from the countless financial investment options. Our financial planners will help you decide – whether it’s shares, managed investments, mutual funds or superannuation funds. We also provide advice on how you can acquire your own property with your self-managed super fund, as well as undertaking a consolidation of your pension and transition to retirement.

Risk management

Every investment involves risks, and any good financial planner will advise you that the best choice is to minimise exposure to these risks. Our team of financial planners can give you advice on how to manage your investment and reduce the risks entailed as much as possible. As we say, any wealth creation strategy should always come with an effective wealth protection strategy.

Wills, Power of Attorneys, Enduring Power of Attorneys

Your investments are not just your own, but also your family’s. Protect your investment and protect your family with the help of Gordon Wealth. Wills, power of attorneys, and enduring power of attorneys are just some of the important legal tools you should have in place to protect your investment and your family, for the time when you’re unable to.

Through these measures, you can ensure everyone in your family rightly receives what you intend for them. Our advanced health care directive also allows you appoint a family member whom you trust to make decisions regarding your medical treatment, as well as other healthcare issues that you may face in old age.

Free Lifetime Savings Strategy