Our investment advice is individually tailored to your personal needs and financial objectives. We adopt a strategic view on long-term performance rather than short-term gains.
Xen Wealth offers
Xen Wealth will create an effective cashflow management system. We will maximise the return from your short-term cash holdings while ensuring you still have money available for your immediate lifestyle needs and investment opportunities
We can help you to automate and control regular investments, outgoings, dividends and investment income, reduce risk and simplify compliance through comprehensive transaction tracking and tax reporting. Income management lets you identify where you are spending and allows you to see where savings can be made. This is an important step in the financial strategy as it underpins the wealth creation.
Some of our cash flow management strategies include:
Wealth protection is a key factor in protecting your health, income and assets. Xen Wealth can help you to find the best wealth protection strategy that meets your individual and/or family needs.
We can structure it in a way that is both tax and cashflow effective to ensure suitable cover is achieved for you
We can assist you with:
Do you know how much you need to save for retirement? For some of us trying to navigate the ins and outs of superannuation can be overwhelmingWe're aware of the multitude of legal and tax implications that are required when managing the accumulation and growth of retirement assets
Xen Wealth takes a holistic approach to your superannuation needs which may include salary sacrifice and transition to retirement strategies.
The quality of your future depends on making the right decisions about your finances now. Xen Wealth can help you make the right choices now to ensure your financial security for the future. We can examine your current superannuation arrangements and identify ways to improve your income in retirement.
How we can help you with your superannuation:
Xen Wealth will work with you to develop a strategy to help you achieve your financial goals
We will help you increase the amount invested, taking into account various borrowing strategies and tax efficiencies
Although wealth creation is often driven by investment returns, debt reduction is a vital factor. We can look at ways to minimise tax, reduce your mortgage more rapidly and review salary packaging.
Xen Wealth can offer advice on: