Wealth Management
Building wealth with smart investment strategies and no BS
To have a successful business you need to make more money with it than you are spending on lifestyle, plain and simple. Along with our trusted wealth management partners, we focus on two key areas for higher returns:
Business Investments
Empowering you to invest in new assets that will generate more profit, positive cashflows and business ventures.
Outside Wealth Creation
Finding the right balance between investments inside the business and the team, but also outside of the business into shares and investment properties.
Are you building wealth, treading water or going backwards?
It’s no secret the past few years have challenged businesses worldwide. Wealth management with Hatcher can mitigate the ebbs and flows in your business and help you navigate uncertain times with confidence.
Am I ready for investment?
This is one of the most common questions we get asked. The answer goes back to understanding your numbers and ensuring you have the right assets and structures in place to support your investment strategy.
Cash Requirements
People underestimate how much cash is required for working capital when they double their revenue in a short period of time. By making sure you have the right investment strategy for your business, you can avoid stripping out all the cash to buy that investment property, and then not having enough money to pay your bills.
You’re ready
When you have the cash flow and understand your numbers, it is time to start allocating a portion of funds to your investments, whether that be shares or investment properties. But determining the right amount of money and account structure will be critical to your success.
FAQs
Commonly asked questions about our wealth management services.
We access clients needs for both compliance work and advisory work, then we set out a schedule of work over between now and the end of the financial year. Then we lock in fixed fees for the financial year to avoid any bill shock. Then unless discussed prior, there are no additional fees. Regardless of emails/phone calls etc.
No. We connect you with our trusted network of providers who are specialists in portfolio management. We evaluate and advise on your investments as a whole.
Retirement planning is something we help our clients with daily. We will work with you to assess your situation, discuss your retirement goals and formulate a sound strategy to determine the right retirement plan.
Disclaimer: Hatcher Advisory and its subsidiaries, together with its owners, managers and employees have endeavoured to ensure the information on this website is accurate. However, you must undertake your own research and seek advice from your financial advisor, broker or accountant to ascertain its application to your specific circumstances. We do not take responsibility for any outcomes based on this material.