Welcome to XLPlanners

Investment

  • Pathway to Wealth
    If you have sufficient time to allow your passive assets to grow if you set a plan now we can help you achieve financial security in the future.
  • Care Investment Portfolio
    Exciting life boring money, time in the market will smooth out all the daily bumps (volatility) we manage your investments using a philosophy based on a study called the DALBAR study.
  • Game of Money
    Game of Money
  • Budgets
    Tracking your spending helps you understand your daily money habits. How much money is coming in and going out each week, fortnight or month?
  • Investor Director Portfolio
    Also called a wrap service, is a custodial reporting service where all your investments are managed.
  • Loans
    There is good debt (borrow to invest) interest tax deductible and bad debt (borrow for lifestyle) interest not tax deductible.
  • Managed Investment
    In a managed fund, your money is pooled together with other investors. An investment manager then buys and sells shares or other assets on your behalf.
  • Margin Lending
    Borrowing to invest, Gains are multiplied as well as losses.
  • Property
    Land and buildings most common way to invest.
  • Retirement Planning
    Learn how you can retire in style. Start with a plan and constantly re-evaluate the plan.
  • Salary Sacrifice
    This is where you sacrifice some of your income and save on tax
  • Savings Plan
    Most important principle in wealth creation is spend less than you earn.
  • Securities
    Another name for shares listed on the stock exchange.
  • Superannuation
    Most tax effective savings over the long term can set you up for a secure retirement.
  • Tax
    The two certain things in life are death and taxes.