Overview

Equity

Equity (momentum)

In this stage you are more established, possibly with a partner and family and have made one or more large investment decisions. You probably own a property whether it is a family home, investment or both. Equity in property holdings can be used as a deposit to acquire further assets.

You have advanced further in your career and have worked hard at maximising your earnings potential, however as your earnings have increased so has the amount of tax you pay.

You may need help in this stage around:

  • Tax planning in order to help minimise your income tax through the structuring of your investment assets
  • Cashflow planning and budgeting in order to help manage your increasing lifestyle expenses, home mortgage repayments and investment costs
  • Review of your personal insurances in order to ensure they fully cover your expanding financial situation and your dependants
  • Increasing your asset base utilising your surplus equity and cashflow

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