Скачать или смотреть Extracting Wealth for Miners 103 - Wrap and Master Trust Accounts Explained | Incito Wealth

Extracting Wealth for Miners 103 - Wrap and Master Trust Accounts Explained | Incito Wealth

Are you a mining professional who feels financially stuck, despite your success in the field? You're not the only one.

Many in the mining industry overlook crucial financial planning and investment strategies that could significantly enhance their financial well-being.

In this video, we delve deeper into smart investment options like wrap accounts and master trust accounts, tailored specifically for those in the mining sector.

What You Will Learn:

The Power of Wrap and Master Trust Accounts: Understand how these investment vehicles provide access to a diverse portfolio through a single account, offering hundreds of investment options.

Advantages for Mining Professionals: Discover the benefits of regular, automated contributions, comprehensive portfolio reporting, and the flexibility to choose from a plethora of investment options.

Key Considerations: Learn about the administration costs and the importance of working with a financial adviser to access these platforms. We also explain the differences in legal structures between wrap accounts and master trusts and what it means for your investment flexibility.

This video is crafted for mining professionals eager to navigate the complexities of financial planning and investment.

Whether you're looking to diversify your investment portfolio or exploring your first steps beyond traditional savings, our expert advice is designed to help you make informed decisions and unlock your financial potential.

Subscribe for more weekly insights into financial management specifically designed for the mining industry.

Stay tuned for our next video, where we'll explore another alternative investment vehicle to further your path to financial success.

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Level Up Your Finances with Sam Gray

Are you a mid-level lawyer or mining professional struggling to manage your finances and unlock your full savings and investment potential? You're not alone!

Meet Sam Grey, your financial optimization expert at Incito Wealth. Sam brings over 12 years of experience to the table, helping professionals like you streamline their finances, prioritize smart investments, and achieve their financial goals faster.

Subscribe to the Incito Wealth YouTube channel to access Sam's valuable financial planning videos for lawyers and mining professionals. Gain insights into tax-efficient strategies, wealth creation techniques, and practical tips to make your money work harder for you. Knowledge is power, and we're here to empower you to take control of your financial future.

Contact Sam today on (08) 9381 5407

or visit https://www.incitowealth.com.au to schedule a consultation.


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General Advice Disclaimer: Any advice or information in this publication is of a general nature only and has not taken into account your personal objectives, financial situation and needs. Because of that, before acting on the advice, you should consider its appropriateness to you, having regard to your personal objectives, financial situation and needs. 

Before making a decision to acquire a financial product, you should obtain and read the Product Disclosure Statement (PDS) relating to that product, and to seek appropriate advice. 
Opinions constitute our judgement at the time of issue and are subject to change. Neither the Licensee, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this document.

The information in this communication reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue. In some cases, the information has been provided to us by third parties. While it is believed the information is accurate and reliable, this is not guaranteed in any way.    

Incito Wealth Pty Ltd is a Corporate Authorised Representative (Number 446880) of Alliance Wealth Pty Ltd ABN 93 161 647 007 AFSL No. 449221. Part of the Centrepoint Alliance group. Link to FSG Sam Gray is an Authorised Representative (Number 342943) and Incito Wealth Pty Ltd is a Corporate Authorised Representative (Number 446880) of Alliance Wealth Pty Ltd ABN 93 161 647 007 AFSL No. 449221.

Part of the Centrepoint Alliance group