Our team of experienced professionals can provide you with valuable advisory services based on your financial and lifestyle needs. By understanding your total requirements and circumstances, we can help you to define your desired future lifestyle, and recommend a strategy that will provide clear direction towards achieving that lifestyle.
However you define it Holzworth Wealth Partners has the comprehensive skill and experience to tailor design your solution and expertly implement it.
Whether an individual planning for retirement through to an extended family managing significant wealth, the Holzworth team will integrate outcomes drawing from the array of resources available in-house and from key external service partners.
Our team of experienced professionals can provide you with valuable advisory services based on your financial and lifestyle needs.
By understanding your total requirements and circumstances, we can help you to define your desired future lifestyle, and recommend a strategy that will provide clear direction towards achieving that lifestyle.
IndexInvest was established in 2009 as a streamlined provider of investment services to Australians. Working with the world’s largest providers of Index-based products, IndexInvest is leading the market with comprehensive investment portfolio construction and management techniques unique in Australia.
The innovative investment approach was developed in response to the highly impacting effects of the global credit crisis and subsequent financial crisis. We were determined to develop a process that would achieve excellent investment outcomes whilst satisfying investor demands for:
1. lower volatility to capital
2. the ability to rapidly exit risk assets when markets moved adversely
3. participation where market momentum is favourable
The use of low-cost index-based (passive) investment products tactically managed in response to technical indicators provides investors with extremely efficient access to all markets.
Our current portfolios include:
For more information please check out the IndexInvest website
We think property is probably the most important part of your wealth management strategy. This is because it is hard to become financially secure without owning at least one property. If you can own more than one, things get even better.
We advise on all forms of property: residential homes, investment properties and commercial properties. And we don’t just advise on your own property, either. We often find ourselves showing clients the best way to help their adult kids buy homes.
We always start with your family home. We do this because the family home occupies a special place for most Australians. Our home ownership rates are amongst the highest in the world.
Residential property also occupies a special spot in Australian investment history. It is historically the highest earning asset class, with an average annual return of over 8% compounding in the 10 years to 31 December 2015, and 10.5% per annum in the 20 years to the same date (source: ASX Annual Investment Report June 2016).
Homes account for around 43% of all household wealth in Australia. And, pretty importantly, they give you a place to live as well.
And this is just family homes. When you consider the impact of investment properties as well, you find that being wealthy is really a matter of owning property.
This is why property simply must be a significant part of your financial plan. You need to decide what to buy, how much to spend, how to borrow (and how much) and how to repay the debt if you want to make property investment work for you.
Basically, your wealth starts with property and expands from there. That’s why we do, too.
For property investment options visit our property website by clicking the link below.Holzworth Property