Where to Start with Wealth Creation?
With the myriad of investment choices available investing is a potential mine field for most Australians. Most investors react to where markets have been rather to any basic fundamental knowledge or understandings of an investments real worth. It is all too easy to get caught in market hysteria both in bull and bear markets and ignore facts for fads. This happens across all asset types and history is littered with examples.
At Hudson Gore we advocate procedure and education.
How you invest is totally dependent on your individual circumstances. Your risk parameters (i.e. how you react to market volatility vs expected investment returns), investment time span, taxation & income needs are amongst the many things that need to be considered. Our 3 step initial procedure is aimed to ensure that our initial investment recommendations achieve the best possible outcome in line with your expectations.
Hudson Gore 3 Step Process
- Initial Complimentary fact finding meeting – examine cashflow, assets, liabilities, risk parameters and financial goals.
- Presentation of advice – full written advice and disclosures provided.
- Post Presentation feed back meeting. Questions and answers and fine tuning of advice.
Hudson Gore prides it self on its commitment to ongoing advice and personalised service.
“The direction in which education starts a man will determine his future life”.
Plato (427 BC – 347 BC),
We are committed to the ongoing education of our clients as we believe that “knowledge is the key”. From experience, it is much simpler to understand any irrational market behaviour when our clients have a basic understanding of market & investor fundamentals.
Mortgage Strategies – Hudson Gore has a wide range of strategies that take advantage of income and tax base, home equity, interest differentials and investment markets. These are tailored to your individual needs.
Geared Investments – Leveraging to invest is a universally accepted wealth creation strategy. Hudson Gore can advise how to implement and manage long term gearing strategies in a sensible cashflow driven strategy.
Tax minimisation – Hudson Gore works in conjunction with our affiliated accounting professionals (or yours) to ensure that you are structured correctly.
Hudson Gore has access to a wide range of products and services across all asset classes. The selection of those products and services is the net result of our processes as we are client focused not product focused. The products we advise on include but are not limited to:
- Managed Funds – Across all assets classes
- Direct shares – We receive research from a number of independent research houses
- Property – Property syndicates and direct property
- Cash – At call and fixed term investments
- Fixed Interest & Bonds – We advise a large number of debt instruments both domestically & internationally
- Mortgage Funds
“While we stop to think, we often miss our opportunity.” Publilius Syrus (~100 BC), Maxims
Call us today to plan your future.
We aim to empower the individual to achieve their life goals through innovative financial solutions
Suite 402, Level 4, 88 Foveaux St, Surry Hills NSW 2010
PO BOX 1899 Bondi Junction NSW 2022
Ph: (02) 9211 0111