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Wealth Creation Brisbane

At Chris Humphrey Private Wealth Management we specialise in maximising client wealth in the Brisbane area and beyond.  Good financial planning takes advantage of as many wealth creation strategies as possible, we like to use a wide range of strategies at our disposal to help our clients build wealth.

Common questions asked by new and existing clients include:

"What is wealth creation?"

"What is the best way to build wealth?"

Wealth is created when a person’s financial net worth increases (after adjusting for inflation) as a result of:

  • Investment growth
  • Investment gearing (negative and positive gearing)
  • Salary packaging
  • Spending less than you earn, including investment income
  • Government grants, tax offsets and schemes (ie superannuation co-contribution, first home owners grant and savings scheme, etc).

Tax minimisation

Wealth creation is enhanced through tax minimisation, which can include:

  • Debt reduction strategies
  • Pre-retirement strategies
  • Avoiding land tax where possible
  • Structuring of business and investment assets - possible use of discretionary trusts and borrowing for property in superannuation.

Other

Additionally, wealth creation can be assisted by:

Chris Humphrey Private Wealth Management is conveniently located on the outskirts of Brisbane's CBD.

" I contacted Chris Humphrey Private Wealth Management through a website enquiry seeking professional advice including a life insurance review. Chris took the time to fully understand my financial position, goals and needs to provide me with timely, relevant and easy to understand personal advice. This allowed me to make an informed decision about the types of insurance I really needed, my appropriate levels of cover and how to structure my cover to get the best value for my money."

Carmel White