Free Seminar
Do you dream of an early retirement,
but stress over debt and a lack of savings?
Free Seminar
Do you dream of an early retirement,but stress over debt and a lack of savings? REGISTER NOW
“For a majority of Australians, in their 40s to 60s, achieving financial independence, retiring happy or even being debt free seems like an unattainable goal.
During the events hosted by the Option Wealth team, we teach everyday Australians how to make their money work for them, creating a financial foundation for their future. We’ve been doing this for 20 years, don’t be left out.”
Our Approach
Upcoming Events
Gymea
3rd March 2020
Gymea
Gymea Tradies
MORE INFO
Venue: Gymea Tradies
Address: 57 Manchester Rd, Gymea NSW 2227
Date: Tuesday March 3rd 2020
Time: 6:30 PM Registration
Penrith
18th March 2020
Penrith
Penrith Panthers
MORE INFO
Venue: Penrith Panthers
Address: 123 Mulgoa Rd, Penrith NSW 2750
Date: Wednesday March 18th 2020
Time: 6:30 PM Registration
“I have been very impressed by John Hanna, the way he handles their business and the way that they proposed it to me… John Hanna, knows what he is doing.”
Sadly, many Australians work their whole lives only to find they do not have enough to survive on come retirement.
The reason? A lack of financial planning and education during their working years.
Yet those who plan their finances wisely are able to accumulate wealth and live financially free, even on modest incomes.
So how healthy are your finances?
Take this quick financial health check to find out.
“Can a man stand in a bucket and lift himself up by the handle?”
A company structure is taxed at a flat rate of 30% and can be used to trap losses against future earnings. Trusts can also slash your tax by distributing income to different family members. The good news is it really is possible to legally minimize, even eliminate your tax obligations with the right tax structure and professional advice.
One of the secrets of the wealthy is to protect your assets through trusts and company structures so your wealth is untouchable. Thankfully it’s possible to shield your wealth from lawsuits and creditors with the right structure and professional assistance.
Emotional investing tends to magnify volatility and your investments suffer as a result.
If you’ve ever bought or sold an investment because of a media report or so-called insider tip, you could be an emotional investor. The good news is you can conquer emotional investing with consistent savings, detailed analysis and financial education.
Yet a Mortgage Choice’s 2014 Money Survey found 9 out of 10 of Australians (89.4%) do not have a financial plan created by a financial planner.
Another study by the Financial Planning Standards Board (FPSB) and Financial Planning Association of Australia (FPA) found twice as many Australians (41%) turn to friends and family for financial advice compared to a financial planner (just 23%). Yet those who work with a financial planner generally feel better prepared to achieve their financial goals. The good news is you can attend one of our free financial education seminars and hear expert advice on how to make your money work harder for you.
However, these figures
may be misleading for four reasons.
For instance, a 5-year term deposit paid 7.25 per cent in August 2010 yet offers just to 3.2 per cent today. Lower returns mean you need more capital.
Yet in 1956 the average lifespan was just 67. The longer you live, the more money you need to sustain your lifestyle.
Inflation has averaged roughly 5% a year. This means the amount you need to live on comfortably in retirement will double every 14.4 years (72/5 = 14.4) and double roughly one and a half times during your retirement.
Thankfully there are many tools and strategies at your disposal able to create the wealth you need and it’s never too late to start.
Announcing the ‘Way Of the Wealthy’ Educational Seminars. Learn Strategies of The Rich To Grow & Protect Your Wealth
Benjamin Franklin once said an investment in knowledge always pays the best interest. When you are financially educated, you feel empowered. Decisions aren’t made for you, but rather with you. Your path becomes clearer. You can spot the pitfalls and sharks. You become excited by your finances, not stressed by it.
On the flip side the cost of financial education – that is being bad with money – are equally apparent. Those with minimal or even non-existent financial educations borrow more, do not invest, have trouble with debt and inevitably end up with a far lower standard of living than was otherwise achievable. If you are uncertain about your financial future and would like to learn how to pay off your debt and create financial freedom for you and your loved ones, you are invited to attend Option Wealth’s financial education seminar.
This Popular Educational
Seminar Is For You If…
- You are an individual or couple
- You are still working and uncertain about your finances
- You want to pay off debt and achieve financial independence wisely
- You want to legally minimize your tax and protect your assets
- You want a financial foundation to comfortably retire on
- You want to leave some sort of wealth behind for loved ones
Passionately Objective and Results Focused
— Your Interests Always Come First At Option Wealth.
and so many hidden vested interests, it’s hard to know who to trust.
Fiercely Independent
Unlike many financial advisory services, we are not product driven. We have no associations with property developers or fund managers. We are strategy focused based on your individual risk profile and investment objectives.
Personalized Solutions
We help you build and accelerate your wealth with a comprehensive range of tailored solutions and strategic options including wealth accumulation, retirement and asset protection strategies.
Education Focused
We focus on lifting your financial education as part of our service so you can arrive at each decision more empowered, more involved and more informed.
Licensed Financial Advisors
We are federally licensed to provide financial services by the Australian Securities and Investment Commission (ASIC) and therefore bound by strict financial regulation relating to fairness and accountability.
20 Years Cumulative Track Record
We have been helping everyday people improve their wealth and lifestyle for over 20 years. Our clients range from ordinary mums and dads to celebrities and high net worth investors.
More Client Success Stories
Discover Our Proven 6 Step
Plan To Financial Independence
Identifying Your Path
- Get a clear understanding of where you stand and what you want to achieve.
- See if your super is on target and if you should increase contributions, pay down debt or invest separately.
- Recognize which path offers you the best returns based on your personal circumstances.
Reducing Your Debt
- Discover how to reduce your debt faster without altering your lifestyle.
- Learn the smartest way to pay off your mortgage.
- Learn how to add leverage to your debt.
Minimizing Your Tax
- Learn about different tax structures including the advantages and disadvantages of each.
- Understand different ways to legally minimize, even eliminate taxes on your investments.
- See if a self-managed or managed structure is right for you.
Creating Your Wealth
- Understand the mechanics of tax effective, leveraged investing and how it can speed up your financial goals.
- Learn the most effective approach for investing in shares, even if you are a share market dummy.
- Understand how to structure your property investments with help from the ATO.
Managing Your Risk
- Discover how to reduce your debt faster without altering your lifestyle.
- Learn the smartest way to pay off your mortgage.
- Learn how to add leverage to your debt.
Leaving Your Legacy
- Learn about different tax structures including the advantages and disadvantages of each.
- Understand different ways to legally minimize, even eliminate taxes on your investments.
- See if a self-managed or managed structure is right for you.
Free Educational Gift
When You Attend
‘Way of the Wealthy’ is a must read for Australian investors.
Kostya Tszyu
Four Time World Light Welterweight Champion
“I have very little spare time for reading, but this one was worth it. It spoke to me because I know what it takes to make a dream come true, and the courage, discipline, and heart are all here.
Also, the great stories make it incredibly easy to read. ‘Way of the Wealthy’ is a real champion.”
Delta Goodrem
Singer Songwriter
‘Way of the Wealthy’ is quite simply wonderful. I never expected to be touched and moved by a book on wealth creation, but it’s so much more than that.
The stories and quotes are truly inspirational, and the message of loving life and finding your purpose ring so true. This is a beautiful book for everyone.
Dr. John Demartini
Founder of the Demartini Institute
‘Way of the Wealthy’ is clear, information, revealing, inspiring and filled with life-changing philosophical principles and practical financial action steps that can change person and financial destinies.
John Hanna often talks about the one key lesson he learned while having the privilege to study under ‘Rich Dad, Poor Dad’ founder, Robert Kiyosaki. During their conversations, Robert told John if you want to learn how to be successful in anything, you need to learn how to stay ‘above the line’. Being ‘above the line’ means taking 100% responsibility for everything that happens to you.
So if you want to create a better financial future, you need to take 100% responsibility of your financial literacy and the positive action you need to achieve it. You are responsible for your own life. No-one else can make the difference except you.
You Can Sit On Your Hands And Hope For The Best,
Or Take A Positive Step And Make it Happen.
Join us at this financial education seminar and see where your finances really stand. You will also learn strategies of the wealthy to creating passive income and building more wealth wisely. Seats are complimentary — can’t imagine this would be a waste, can you?
Frequently Asked Questions
- Why is this seminar free?
- This seminar is free to help increase your financial education and introduce you to potential strategies on how to pay off debt, minimize your taxes and accumulate wealth wisely.
- Will this event be a big sales pitch?
- This 60-minute seminar is filled with real content and has proven popular amongst individuals and couples concerned about their finances. At the end there will be an opportunity to talk with us further. Most people spend more time planning a holiday than their finances. Can’t imagine this would be a waste, can you?
Upcoming Events
Gymea
3rd March 2020
Gymea
Gymea Tradies
MORE INFO
Venue: Gymea Tradies
Address: 57 Manchester Rd, Gymea NSW 2227
Date: Tuesday March 3rd 2020
Time: 6:30 PM Registration
Penrith
18th March 2020
Penrith
Penrith Panthers
MORE INFO
Venue: Penrith Panthers
Address: 123 Mulgoa Road, Penrith NSW 2750
Date: Wednesday March 18th 2020
Time: 6:30 PM Registration
Experience the difference Option
Wealth Management will make in your life