We all want to build wealth, but how do we do that apart from slaving away in our jobs, winning the lottery, or robbing a bank? Strategy.

Any strategy that our Stonegate team develops with you must consider your own unique situation and personal factors above all else. This can be anything from your age, whether you have a partner or children, your savings history to date, and whether you are self employed or working for the man.

Our strategies usually consist of three main elements:

  1. Identifying how much you are comfortable saving and/or investing and establishing a plan to do this.
  2. Choosing a range of investment approaches to diversify your investments and minimise the risks.
  3. Investigating how taxes, loan interest and personal debt can create wealth for you.