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Why Wealth Creation?

Heard the saying, “people don’t plan to fail they just fail to plan”? The fact is that out of every 1,000 people starting their career today, only 1 will be classified as wealthy at age 65. The trend is older generations are taking more debt into retirement with twice as many still paying off a mortgage than 10 years ago.

Ask yourself this question,“ If you were a single person and debt free what would your position be if you retired from work today?”

For example: If you needed to get around $72,000 per annum from an allocated pension (based on a rate of 6%) you would need a super fund of approximately $1.2 million. Statistics show however, that 90% of most cases will never reach this level of super funding.

So where do we go wrong? We commonly hear, I’m too young to worry about that I’ll leave it until later, or I’m too old it won’t make any difference. Both are myths. Regardless of age or circumstance you owe it to yourself to protect what you have and keep some of what you earn.

With the Walton Wealth Programme we work with you to structure a financial plan that is balanced, a plan that provides assets that grow your equity and generate income. A plan that is flexible enough to take advantage of situations, a plan that will give you financial freedom when you need it the most.

And your initial investment
-Some of your TIME.

 
Mortgage Health Check
  • Paying too much interest?
  • Reduce mortgage term
  • Free up equity
Home Loans as they should be!
  • Competitive rates
  • Flexibility
  • Customised to suit you, not the bank!
Financial Independence
  • Income for life
  • Tax minimisation
  • Lending for self managed super funds
  • Insurance protection

For the provision of Wealth Creation and Insurance protection services The Walton Company Pty Ltd is an authorised representative of Synchron (AFS Licence No 243313).