Welcome to WealthRite

Dear Reader,

The investment landscape has changed significantly post the GFC. The only thing that seems certain right now, is we are in for more uncertainty and volatility when it comes to global financial markets.

Since the S&P / ASX 200 went from over 6000 at the end of 2007 to nearly 3000 by the beginning of 2009, it’s become clear the old maxim of buy and hold to create wealth does not necessarily work for everyone. This is particularly true if you are an investor nearing the retirement age due to limited time available to be in the market. Most fund managers expect the stock market to struggle and to show overall growth over the next few years. This is primarily due to nothing but bad news coming out of the developed economies.

Despite this uncertainty there are a number of macro trends and influences that have emerged now the GFC dust has begun to settle. The influence of China as a developing nation and its demand for our resources has clearly played a massive part in avoiding a recession and giving rise to our economy.

Whilst the complete effect of China moving from developing to developed and becoming a more consumer driven economy is unknown, their demand for our resources especially coal, iron ore and base metals will still continue strongly for many years. Other emerging economies including Indonesia and in particular India are experiencing strong growth and like China. These countires have an immense population that wants a taste of the wealth that economic growth creates. Furthermore, India still has a lot of infrastructure to build and the pace of its development is 5 to 10 years behind China.

As the world population hits 7 billion the focus is again being turned to Australia for produce. It seems inevitable and somewhat ironic, we began on the sheep back and we will end up there again sooner than later. This demand for Australia’s resources and produce means big opportunities like never before for regional communities and investors. Futhermore, big businesses move in and infrastructure is being developed at an almost frenetic rate.

What does all this mean for individual investors? In short…

1. Any equities investment strategy must include a global consideration towards high quality multi nationals targeting high growth, emerging markets.
2. Regional economic development is providing some outstanding property investment opportunities providing both strong returns and capital growth which we have never seen before.
3. Offense is the best for of defence. Resting on our laurels is the worst thing you could do right now. It’s important to remind ourselves of history and remember that this time of uncertainty will pass in time. A clear and focused plan with balanced asset allocation with an emphasis on medium to long term growth, and most importantly, more focus on capital protection and risk mitigation will provide the best chance of achieving your financial goals.

I sincerely hope you find the information contained in this corporate profile beneficial and of service to you. We believe will be influential for our clients and the community as a whole over the coming years.

Should you wish to take the step and consider implementing a financial plan or, simply review your current strategy, I urge you to take advantage of our free initial evaluation. We will demonstrate our ability to provide a truly unbiased and holistic approach to wealth creation and protection. The most you need to risk is an hour of your time. And remember, every Wealthrite service comes with our guarantee: If we can’t heal you, you don’t pay! Call us today on 1800 758 294. 

Kind Regards