Building your wealth

When first entering the workforce, saving for retirement may not be something on your mind. It's common to aim for more short- or medium-term goals like overseas travel, a new car, a deposit for a home or an investment in the stock market.

Building wealth also encompasses long-term strategies to help you make the most of your finances and the time you have in the workforce. Your Charter adviser can work with you to look at all aspects of your lifestyle, your goals and your needs and develop strategies to optimise your earning potential.

Your wealth creation strategy could involve setting clear short, medium and long-term goals, putting together an easy-to-follow budget, directing any surplus funds to an investment portfolio, utilising tactics to minimise tax and putting strategies in place to protect yourself and your family.

Contact a Charter adviser or call  1800 106 017.