Wealth creation

Insurances

Unexpected events can easily overturn a strong investment - so it’s best to have a contingency plan. That’s why insurances play a part in any serious investment strategy, whether it’s for your assets, your income or your life. In fact, insurances are an investment in themselves. Hometree can help you decide which insurances you need for your portfolio, and work with you to make sure you understand each product and are comfortable with their benefits and fees.

Estate planning

Making sure that your family is OK in the event of your untimely death means you need to have a will in place. Hometree provides an overall financial strategy, so we make sure we spend enough time with you to truly understand your situation and ensure that you’re making the right decisions about what happens to your wealth. We work directly with our independent partners to make sure you have a solution that best suits your specific situation. At the end of this process you should have a will and a good understanding of what it means, does and how it can be changed.

Self managed super funds

If you have superannuation, you are already an investor - and it’s possible that you’re not making the most of this investment. Self managed super funds (SMSFs) allow you to take control of this investment and explore its true potential as a wealth creation tool. Hometree are experts in SMSFs, and are able to help you set up your fund and make changes to it. More importantly though, we’re here to educate you and make sure you understand the ins and outs of SMSF investments so you have the tools to make informed decisions.

Investments

For the more advanced or curious investor, there are many ways to grow your wealth. Whatever you choose, we’re here to help - and excited to find interesting and effective ways for you to grow your capital and be the best you can be.

Property

Whether it’s your first time investing in property or you’re an experienced investor, getting the strategy right is vital to ensure you reach your wealth creation and retirement goals. Hometree can provide the knowledge and strategy that works best for you for you.

  • Residential
  • Commercial
  • Development

Cash

Term deposit

There are many different options when it comes to term deposits. Hometree is able to source the best rates available in the market for the term you intend to invest your money.

Cash management trusts

Often liquidity is needed in your portfolio and so a cash management trust will enable you to have same day access to your money while still providing a reasonable return.

Share market

The share market can be a minefield and can either enhance your wealth creation strategy or destroy it. It is important that you take the right approach when it comes to investing in equity markets. Hometree will put together a portfolio that reflects the level of risk you are willing to take with your money.

Australian market

  • Managed funds
  • Managed accounts

International

  • Managed funds

Hometree Financial Planning Pty Ltd is a Corporate Authorised Representative (No. 467128) of Total Advice Solutions Pty Ltd
ABN - 11 600 723 733 Australian Financial Services Licence No. 475064