our services

Unlock Your Financial Freedom

Are you earning well but unsure how to make the most of your income? We help hardworking Australians achieve financial independence, replace their salary with passive income, and retire early.

Who We Help

We help Australians in their 305 – 50s get financially independent, replace their salary with passive income, and retire early.

Our clients typically have strong incomes and are looking to make the most of their situation, but are:

  1. Time poor
  2. Overwhelmed with too many options
  3. Concerned about making the right decision

How We Help

We help our clients cut through these obstacles and take action. We look at your financial situation holistically, starting with your end goals, and reverse engineer a road map to get there.

  • We work side by side with you until we reach all goals – the same way we do it ourselves
  • We listen, understand, validate, and take the stress and confusion out of the process. Our clients feel empowered rather than criticised

Our Clientele

Professionals
Self-employed
Employees
Singles
Families
Pre-retirees

Strategy and Modelling

We optimise your entire financial position and include financial models & forecasts to see exactly where you’re headed.

Superannuation & SMSFs

We set you up with the most cost-effective and best performing options to achieve your goals.

Investments

We give you access to exclusive wholesale priced shares, funds, private credit & equity and venture capital

Property

Through our network, we source below market value, high capital growth, high yielding investment properties.

Insurance

We create policies tailored specifically to you, and structure it so premiums have minimal impact on your cash flow.

Tax Minimisation

Utilising strategies such as debt recycling, trusts, companise, franking credits, and contributions, we ensure you’re optimised.

Book an initial call

Suite 401, 83 Mount St
North Sydney NSW 2060

inflectionwealth.com.au

[email protected]

Get Started

Book a Call with Inflection Wealth Today

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