Wealth Creation
Helping you create and manage your wealth
Whether you’re saving for a first home deposit, looking to build your share portfolio, or diversifying your investments, the right professional advice is the key to successful wealth creation.
Citadel Wealth Solutions’ financial planning specialists have the tools, insights and know-how to help you make smart investment decisions. You can feel confident you’re in safe hands, and your hard-earned cash is working just as hard for your goals.
We’ll start by getting to know you and your goals for the future. Then, we’ll create a personalised pathway to get to where you want to be. Your investment plan will be clear and comprehensive, with actionable strategies to help you achieve your goals.
As we value long-term client relationships, we’ll check in with you regularly to see how your plan’s tracking, answer your questions and update you on relevant legislative changes.
Our Wealth Creation Services
We’re experienced in and qualified to help you with:
Managed investments
Investment bonds
Direct share
Margin lending/gearing
Savings strategies
Education savings strategies
Basic deposit products
First Home Super Saver Scheme