Inflection Wealth

Description

TYPICAL CLIENTS WE WORK WITH

• You're in your 30s or 40s, your career is well established, and you're on a high income. Your salary provides a great lifestyle, but you don't want to work for someone else until you're 60.
• You're driven, and don't want to ever stop working, but you do want the financial means to be able to pursue and build something meaningful.
• Recognising this, you want to build an investment portfolio quickly, and transition from a salary to passive income - ideally within the next 10 years.
• You’re time poor due to a demanding job, and want a complete outsource solution. However, you want to work with an adviser who has successfully built their own portfolio, and can apply the same strategies for you.
• Ultimately, you’d like to transition out of the rat race quickly, while maintaining your current lifestyle (the way we structure you, yes both can be done).

WORKING WITH US

• You will be allocated your own private advisory board headed up by your adviser, including an accountant, lawyer, mortgage broker, buyers agent, insurance specialist, quantity surveyor, and access to any other services you require.
• We give you access to private equity, venture capital, off-market and under market value investment properties, wholesale investor/sophisticated investor deals
• You’ll get a non-corporatised service/unlimited access to us throughout the year
• No minimum balance and a flat fee structure
• Everything is specifically tailored to you and your goals
• Our methods give the best of both worlds – significantly higher returns than traditional financial planning, and no lifestyle sacrifices required
• Everything we advise, is the same way we do it ourselves personally
• We listen, understand, validate, and take the stress and confusion out of the process. Our clients feel empowered rather than criticised

Locations

Addresses

• AU401/83 Mount St; North Sydney, New South Wales 2060Primary

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