Investor Advice
Investing and creating wealth is a fundamental requirement to prepare for retirement. Over 76% of retirees declaring an income in the 2006 census, confirmed revenue less than $600 per week. Further to this the current economic climate and shrinking government support is creating further challenges for future retirees. If you desire a retirement that provides not only an adequate income, but also peace of mind, then sustainable debt reduction is going to play a vital role during your investment lives.

Investors with non tax-deductible debts
Eliminating non tax-deductible debt is the most reliable investment available in the market, and should be automatic for anyone who is developing wealth. Lets review a standard bank loan with an average interest rate of 8.25% during the life of the loan (cash rate has averaged 6.52% over past 18 years).

We consider any funds used, in addition to the banks minimum repayment, to be investment funds. With our standard debt reduction program, the return on this investment over 14 years, averages 52% per annum. Further to this given you are saving money not earning money, you do not pay tax on this gain. There is very minimal risk, you are putting your money into your account, and returns are as reliable as the bank wanting their money.

This is a very powerful strategy, however it is not without its limitations. Firstly there is a limit to how many funds to invest into this strategy, i.e. you can't borrow money and leverage the returns further. Secondly, as with many investments it is a long term strategy: the returns are moderate in the first two years, but the compounding advantages quick build and continue to pay a return, through the life of the debt.

Regardless of these limitations, the returns cannot be denied and debt reduction for non tax-deducible debt should be automatic for all home and consumer loans. Once all non tax-deductible debts have been cleared, you implement a similar strategy for you investment debt. To find how our programs work, visit our debt reduction page through our menus, or simply click here now.

Investors with tax-deductible debt only
As detail under our consumer alerts, investment debt is not good, its just tax-deductible. For investment debt this strategy should be used to balance, other investment activity. It is purely another investment vehicle available to your portfolio mix, which over time helps prepare for retirement.

To create an income for life, you need a positive cash flow portfolio. Sustainable debt reduction compounds its benefits over time, which provides a perfect balance to your activities. As you get closer to retirement, your level of risk reduces. Market fluctuation has lesser impact as you nearer retirement. Reducing debt, actually creates cash flow, which can then be used to reduce debt quicker as you nearer retirement. The advantages continue to compound over time, and provides you with flexibility and unique benefits.

  • Provides a stable ROI
  • Reduces risk from market fluctuations
  • Builds equity
  • A liquid strategy: can be increased or decreased to meet changing portfolio needs
  • Releases taxable income (to help acquire new assets)
  • Balances investment activity
  • Reduces the need to sell assets
  • Lays the foundations to create an income for life in retirement

It is unfortunate to see so many investors nearing retirement, wiped out by the recent crash. Don't let this happen to you, years from now. Our strategy is effective but it needs time, so add this to your portfolio and prepare for the future. Click here and we will review your personal situations and discuss a strategy that complements your portfolio.

 
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