Combining your Superannuation
Reviewing your Life Insurance
Building wealth doesn’t happen overnight. It takes dedication, determination and smart investments over the longer term. Our Wealth Creation strategies are designed to guide you down the path to financial freedom, starting with a budget, setting long term goals that can be broken down to smaller more attainable targets and allocate your excess funds accordingly. Our wealth coaching allows you to use your skills and expertise to earn an income, while using our skills and expertise to ensure you are getting the most out of your money.
We love helping you build wealth towards the ultimate goal – RETIREMENT… At Stratton Wealth Management, we not only help you build towards retirement, we then help with the transition. This involves moving all of your assets into the right place to provide a sustainable, tax effective income. We can also help you traverse the ever changing social security rules that you may face. Leave the planning to us and you can spend you time doing what you have always dreamed of doing.