Wealth Creation

Through good cash flow management, financial tracking and tax-effective investment strategies, Hunt Wealth can help you to make the most out of your life now whilst building your wealth for the future.

A. Budget Planning

  • Cash Flow Management
  • Debt Management
  • Regular Savings Strategies
  • “Balancing the Books”

Budget Planning: how can Hunt Wealth help?

Budget Planning: how can Hunt Wealth help?

Most people grow their income year-to-year and yet still find themselves in the same financial position. At Hunt Wealth, our goal is to turn this around for you, providing the structure and guidance needed to make the most out of your income. We can help you to better manage your cash flow and budget, and will measure your progress as part of our ongoing review service.

If you would like to arrange a complimentary, obligation-free meeting to discuss how best to get your wealth creation strategy on track, please contact us at 8364 6555 or via info@huntwealth.com.au for more information.

B. Investment Planning

  • Regular Investing
  • Investment Portfolio Management (incl. bonds, shares, managed funds and property)
  • Term Deposits

Investment Planning: how can Hunt Wealth help?

Investment Planning: how can Hunt Wealth help?

Hunt Wealth can help you to develop a tax-effective investment strategy, based on your risk profile and preferred investment timeframe. This investment strategy will form part of your overall financial plan. We will also manage the ongoing monitoring and administration of your portfolio, including a regular review of asset allocations.

If you would like to arrange a complimentary, obligation-free meeting to discuss investment strategies, please contact us at 8364 6555 or via info@huntwealth.com.au for more information.

C. Income/Tax Effective Strategies

  • Salary Packaging and/or Salary Sacrifice
  • Tax Effective Strategies
  • Income Splitting
  • Capital Gains/Losses
  • Negative Gearing

Income/Tax Effective Strategies: how can Hunt Wealth help?

Income/Tax Planning: how can Hunt Wealth help?

Making the most of your income is a fundamental consideration for any financial plan. Taking a holistic approach, Hunt Wealth can align your financial goals with tax-efficient planning and ensure that your income is structured effectively. For example, we will advise on how to configure your investments to reduce tax and guarantee that your after-tax outcome is always considered.

If you would like to arrange a complimentary, obligation-free meeting to discuss tax-effective investment and income strategies, please contact us at 8364 6555 or via info@huntwealth.com.au for more information.

D. Redundancy Planning

  • Entitlements
  • Tax Treatment of Benefits

Redundancy Planning: how can Hunt Wealth help?

Redundancy Planning: how can Hunt Wealth help?

Redundancy can throw a proverbial spanner in the works. But it can also provide an opportunity. Hunt Wealth can help you to understand your entitlements and how best to leverage them via payment and taxation treatments – and help to get you back on the right track.

If you would like to arrange a complimentary, obligation-free meeting to discuss redundancy planning, please contact us at 8364 6555 or via info@huntwealth.com.au for more information.