Linzen Wealth and Finance

Achieving Financial Freedom

Investment Strategy and Wealth Creation

In order to achieve financial freedom, you need to ensure you obtain the right advice.  If you’re serious about creating a sustainable future or retirement you need to consider the following:

  • What is your plan for the next 5, 10 or 15 years?
  • Will you be able to retire?
  • How much are you saving on tax?
  • Are you in control of your finances by budgeting and making the most out of your money?
  • Do you have protection for your family and assets?
  • How do you go about building an investment portfolio?
  • Can you repay your home loan as quick as possible?
  • Do you have your own Self-Managed Superannuation Fund?

Linzen Wealth and Finance is about finding all the answers above that will help you achieve your desired financial future. Our team consists of chartered accountants and financial planners to assist you with your wealth creation so that you don’t have to worry about everyday costs and what’s going to happen if you lose your only source of  income.

We can help you start an investment portfolio today and start your journey to creating financial freedom!

Asset Structures and Protection

Are your assets exposed to creditors and litigation?

Do you have the proper structures in place to protect your asset portfolio?

It is important to structure your portfolio correctly and to minimize your risk for litigation and creditors.

Linzen can assist by analyzing your current portfolio from a risk perspective and make the necessary recommendations. We can also assist in creating the correct structures from day one to be ready for your journey towards financial freedom.

Speak to a Linzen Advisor today for more information. Call +1300 766 261

 

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