Liam is studying for an MBA part time, and was recently promoted to a well-paid position.
He is now at a stage in his life where building wealth has become a priority. However, Liam is unsure if shares or property is best, or how much he could invest without compromising his lifestyle.
Build Wealth
This is where Lambert Group comes in. We can work with Liam to help him consolidate what he needs to live comfortably now; while setting him on the right path with an investment portfolio that considers his future goals and aspirations.
How we work with people who want to build wealth.
There are so many things to consider, such as; how much money can you afford to save; is salary sacrifice an option; what about tax implications, managing your credit card debt, or borrowing to invest; and when does insurance become important.
The team at Lambert Group can explain all of these, ask the questions you don’t know to ask, and challenge your thinking, in order to ensure you are on a secure path to build wealth.
Once you have a future plan that considers your immediate and future needs we can work with you to build your investment portfolio. Of course the build wealth plan is a living document, because as we know, your future is forever changing, as are your needs.
Our four-step process to plan and build wealth:
- Build your knowledge base: by answering all your questions including the ones you haven’t considered
- Build your ‘build wealth’ plan: that reflects your needs today, and your values and goals for the future
- Build your investment portfolio: that is based on your personal plan
- Review and Update: regular reviews of your plan, especially at critical stages in your life, provides the opportunity to then adjust your investment portfolio to reflect the revised plan.
We are here to help. Get in touch with us, we would welcome the chance to help you build a future as you are building your professional career.
DEWALD BURGER
________
“Understanding your investments is one of the most important parts of building wealth.”
