"BASTION WEALTH..BUILDING CERTAINTY FOR AN UNCERTAIN WORLD"
Feel free to call us: (03) 9480 2932

Investment Strategies

Building your wealth is about putting long-term strategies in place.

Juggling your life and successfully managing your finances can be challenging. Most of us would rather spend time with our families than worry about how best to manage our money. There are so many many major life events during your 30’s and 40’s – getting married, buying your first home, having children, funding for their education and changing careers – all of which have a great impact on your financial situation.Building your wealth is about putting long-term strategies in place. At Bastion Wealth we will assist you in taking control by coaching you on budgeting, cash flow, saving, wealth creation strategies, tax minimisation, protecting your wealth, superannuation planning and investment planning.

Investment strategies

With over 60 years of experience our advisers at Bastion Wealth will implement the most appropriate investment strategies for your individual situation to help you to achieve your goals and the financial freedom that you deserve.

Some of the key areas that our Financial Planners may discuss with you include:Gearing
Diversification of assets
Investing in Growth assets vs Income assets
Deductible debt vs non deductible debt
Debt recycling
Dollar cost averaging
Franking creditsContact Us (03) 9480 2932