Financial Planning & Wealth Creation

Financial Planning & Wealth creation services in Bundoora. Melbourne.

We take Financial Planning & Wealth Creation serious!

So serious we decided to set up a new company known as INSPIRE WEALTH CREATION that solely takes care of creating wealth for our clients.

Key Areas of focus:

Growing your personal wealth and income planning.
Leveraging wealth through effective borrowing.
The Importance of protecting and preserving wealth
The importance of effective insurances such as income protection and life Insurance
Retirement planning

“We firmly believe that each family is capable of financial security and financial freedom”

Superannuation

As the Government encourages Australians to take responsibility for and reach their financial retirement goals, individuals are repeatedly required to deal with Superannuation funds.

Self-managed Superannuation is a means of saving for retirement. It allows you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.

Superannuation law is a delicate area and personalised planning is required for each individual. At Inspire Business Solutions we are superannuation experts, and can assist in establishing a superannuation fund that will effectively allow you to reach your financial retirement goals.

For financial planning and wealth creation advice, request a consultation.

Creating wealth through property

One way for you to create wealth is through your own property portfolio.

Your wealth creation journey is more than just buying a property! We are so proud to share with our clients an experience that is built on education, just like any house creating wealth via property must start with a strong foundation built on an understanding of your personal needs and goals.

Your journey with us will include:

Understanding your current financial needs and starting point
Understanding what’s most important to you and your family
Gaining Clarity on what type of future life-style you would like.
How investing in property will save you tax.

It is through our dealing with property for many years that we have become property tax experts renowned for reliable tax advice for property investors.

The team at Inspire Wealth Creation is lead by our Co-Director and financial planner Aaron Whitehead.

Aaron has been working as a financial planner for 15+ years.
Aaron works diligently increasing his knowledge and experience and continues to provide the best possible advice.
Aaron’s proactive and friendly approach builds confidence with all clients, Aaron guides you on a stress-free journey creating financial freedom.

Co-Director & Financial Planner Aaron Whitehead