What We Do
Creating Wealth
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There is so much information about the various options and strategies for creating wealth out there that many individuals are just uncertain as to which way is the best way to go. 

Through our experience we find the majority of people just want to make the most of what they have by taking advantage of the opportunities available and avoiding costly mistakes. 

Life events and different life stages related to Your Working life, Your Family Life, and Your Health also affect or contribute to the various wealth creation options and opportunities for the individual. (The underlined is to note to I want these linked to that section of Website)

Superannuation is an investment that the majority of us that work or have worked at one point in time will have. Due to the fact that it is usually not accessible until retirement age many people do not view their superannuation with any importance until their retirement. However there are greater incentives available on the rate of tax paid 

  • on contributions to superannuation and
  • on the earnings on investments held within the superannuation environment

Meaning early planning can result in significant differences when it comes time to retire. 


Download our guide to superannuation for further information

Wealth TV- What is super  

Ordinary money investments have a greater level of accessibility and can be utilised to fund goals that will require access to capital throughout life such as holidays, children’s education expenses or even building up long term savings to fund buying a family home. Various strategies can also be utilised within wealth creation planning. 


Download our guide on budgeting for further information.



Download our guide on gearing for further information.

There are a broad range of asset classes to invest in including: 

There are also a range of options when deciding how you invest in these asset classes such as:  

  • Direct shares 
  • Managed funds 
  • Direct property 
  • Listed Property Trusts 
  • Unlisted Property Trusts 
  • Exchange Traded Funds 
  • Term deposits and 
  • Cash accounts 

Wealth TV-Investment basics.

Call us on 02 9524 4890 or click here to contact us to make an appointment with a CPR WEALTH adviser to discuss any of the strategies above and how we can work with you to achieve your Wealth creation goals.

 
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Priddis Pty Ltd (ACN 111 606 341) trading as CPR WEALTH
ABN 75 662 829 642
Corporate Authorised Representative
Charter Financial Planning Limited
ABN 35 002 976 294
Australian Financial Services Licensee
Licence Number 234665
Principal Address : 750 Collins Street PO
BOX 2830 Melbourne Victoria 3001

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