Wealth Creation
At Page Financial Services we have the expertise and experience needed to help you improve your financial outcomes.
Wealth creating involves budgeting, saving, investing and accumulating assets to support yourself, your family and your objectives.
We are able to provide a variety of financial solutions and investment options that include:
- Annuities
- Cash / Term Deposits
- Managed Funds
- Listed Property
- Government and Corporate Bonds
- Diversified Fixed Interest
- Blended Investment Options
- Australian and International Shares - Separately Managed Accounts (SMA)
- Direct Shares and Exchange Traded Funds (ETF)
- Gearing Strategies
The process begins by clearly articulating your goals and objectives and looking at how well you are tracking to achieve them.
We then look at any gaps that may be evident to find suitable strategies to help improve the planned outcomes. With a thorough understanding of your situation and the right targets we devise a combination of approaches to build wealth and achieve financial independence.
"Gimli has always treated me with respect and attention and, importantly, listened to what I want to achieve. I have every reason to be happy with the results.
He has a friendly, pleasant manner and is able to explain what he has to say in a way that is easily understood, explaining risk or how best to achieve my goals. He has been patient when listening to my fears and has clearly and thoughtfully explained how the portfolio is structured so as to manage the risk. I wouldn’t hesitate to recommend Gimli to anyone and would be very happy to continue dealing with him for years to come."
- Desmond L (71)