Building Intelligent Wealth

Begin our personal advice process

  • Predictable Financial Outcomes
  • Momentum
  • Foundation
  • Margin

First time property buyer?

 

Before you look at real estate websites, before you drive through the neighbourhood and before you organise the finance, be smart and know what price range is optimal for your ongoing financial position.

 

Start here!

 

This will be the biggest financial decision you make so make it the right one!

4. Predictable financial outcomes

We want our long-term strategy to have predictable financial outcomes. Whether this is for an unpredictable change to our health, our children’s future or an investment for our most important life goals, we need to have a proactive plan.

Our Philosophy

3. Momentum

We will only develop momentum if we focus on two key concepts: we must ensure we always have consistent allocation of our cash flow to a defined investment strategy and secondly we must remember that an appropriate investment is one that considers our unique goals and planned time frames.  We can help you define and execute these important concepts.

Our Philosophy

2. Foundation

There are some things that are critical to the ongoing health of our financial position.  We will ensure you are confident these things are taken care of.

Our Philosophy

1. Margin

If we are going to get the most out of our financial position, we need to manage our cash flow effectively to develop healthy margins!  Successful businesses do this well so why don’t we put more time into our money?  We can help you better understand your lifestyle and redesign how you manage your money.

Our Philosophy

Office Address

Wealth Elements office at Level 1, Suite 7, 17 Station Road, Indooroopilly

Contact

  • Phone 07 3878 8767
  • Mobile 0434 983 602

Resources

Financial Services Guide

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Personal Financial Scorecard

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Discovery meeting checklist

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Risk Profile Questionnaire

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Wealth Elements Pty Ltd 58 156 381 056 is an Authorised Representative of ElementsFP Pty Ltd AFSL 460 778