Beyond Superannuation

You may decide that some of your assets would be best held outside the superannuation arena. Capital Creation will help you decide which investment strategies will give you the results you want: income, growth or a combination of both. Strategically, the task is the same as with superannuation - to balance risks and returns at your personal comfort level.

Your Personal Investment Portfolio may include cash, fixed interest, equities, property - any one asset class or any combination. Capital Creation will work with you to establish optimal spread of your assets, taking into consideration your income needs and the tax and risk implications of your current and anticipated circumstances, and the best entity to hold the portfolio.

Capital Creation offers the same dedicated service for Personal Investment Portfolios as for all our financial services - the same daily, fortnightly and monthly reporting and pro-active interaction, and the same financial planning process of data collection, plan preparation and presentation, implementation and review.