Once you have assessed the four problems in life the next step in the financial plan is to create wealth that is tax efficient and combating inflation.  There are many ways to invest; antiques, art, property, businesses, investment products and shares. However before you get there you need to define some goals and prioritise these goals.

Investment Goals

  • Liabilities
  • Retirement
  • Education
  • Holiday
  • Expansion of business
  • The next step is to find a tax efficient vechile to achieve your defined financial goal.