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Wealth Creation

Whether your plan is to set yourself up in the short term or secure yourself financially for retirement, we can help develop a personalised plan to achieve your financial goals.

Your Financial Planner will help you assess your current circumstances, identify your goals and priorities and recommend financial strategies and products that will help you reach them. 

Wealth Creation can include the following strategies and products:

  • Personal Superannuation - including Allocated Pensions, RSA accounts, and contributions
  • Self-managed Superannuation funds
  • Managed funds
  • A wide choice of investment options from Australia’s leading fund managers
  • Advanced Portfolio Services for ease of investment management and reporting
  • Insurance (life, disability and income protection)
  • Mortgage debt reduction
  • A taxation strategy to ensure you take full advantage of the latest information available

Risk and return

Your appetite for risk will determine the strategies and types of investments that shape your financial plan. Risk and return are closely correlated – higher risk generally means higher returns, while lower risk usually means lower returns.

Understanding risk and return is fundamental to achieving your investment goals, as understanding your risk tolerance will decide the type of assets you invest in.

To start Wealth Creation you don’t need a lot of money, just great advice and a robust plan. So contact us today to arrange a meeting with our Financial Planner.

More information
Talk to one of our Financial Planners today

Contact us by either:

  • Dropping into a branch
  • Calling us on 1300 787 787
  • Filling in an enquiry form below and we'll get back to you. 

Enquire with QSCU today

All Financial Planners are Authorised Representatives and provide advice under the authority of ClearView Financial Advice Pty Ltd, ABN 89 133 593 012, AFSL 331 367. QSCU receives a commission for referrals to ClearView. You should consider the relevant Product Disclosure Statement (PDS) before investing in a product. Please refer to the Qantas Credit Union Financial Services Guide (FSG) and ClearView's Financial Services Guide and the ClearView Information Handling Policy for more information. The information on this page is of a general nature and is not intended to be a substitute for personal advice. This website page has been produced without taking into consideration your personal financial circumstances, objectives and needs. You should consider the appropriateness of the information to your financial situation and seek personal advice before acting on any information on this website.