The key to successful wealth accumulation is to set clearly defined and realistic goals and to then design a plan that will help you to achieve those goals.
Your financial adviser can help you design a tax effective plan and an asset allocation strategy that is tailored to your individual circumstances. This will take into account the length of time you will be investing and your willingness to accept volatility in your investments.
Should you need to accelerate your wealth accumulation plan, your Adviser can show you how to use a gearing (or “borrowing to invest”) strategy that does not add to your investment risk unnecessarily.
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