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For the Individual

For the Individual

We at Halogen believe that wealth creation is a process and this process can be taught and learnt.
But with today’s busy lifestyle and information overload, Australians are overwhelmed and don’t know where to start or whom to turn to when it comes to their finances. They are always waiting for that next months pay, next year’s bonus or for the kids to leave school before starting their own financial plan.
Hence 97% of Australians retire with a home and a small amount of super! Nowhere near enough to fund a lifestyle they deserve after some 30 plus years of work

Before sitting Halogen’s inaugural ‘Building a Brighter Financial Future’ teleseminar I often looked with an uneasy eye at the wealth process. I thought my own financial planning to hard a concept to understand yet desperately wanted to do something about it. The teleseminar offered an amiable entry. Upon listening live to the teleseminar and participating in it, we could download the MP3s later and go thru it again at our own pace. The fundamental concepts were proposed simply and with real examples. Before long my shoulders were dropping as I let go of my fear and created my very own financial plan. I now look at my money with new confidence. Thanks for producing such an excellent product.

Andrew Mula, Director, The Internet Video Company, NSW

Company Profile

Halogen is a wealth creation and management company, dealing with private clients.

Our Role is to combine many services on behalf of our clients to achieve their financial goals. Wealth creation is a specialised area and requires the coordination of many disciplines that once worked independently from each other. By combining these services the investors receive a more integrated approach to their finances saving time and ensuring their overall strategy is managed through one system.

Private Wealth Services – “The name of the game is wealth creation”

No one becomes wealthy by themselves. It is a systematic approach of combining the resources available to you in a coordinated approach utilising a number of disciplines and advisors. At Halogen we specialise in the wealth creation and management for the high-income earner.

Financial independence doesn’t just happen it’s a combination of advice and good management coupled with sound strategies to make the most of your resources.

The following steps guide one in creating a worthwhile program:

Review all financial resources
Outline short, medium and long-term goals that relate to your life cycle
Create a financial blue print with appropriate strategies
Select asset classes that are consistent with your risk profile
Implement all structures and investments
Adequate risk management
Adequate reporting
Review at least every six months
Always seek independent advice

Most high-income individuals are wise to outsource their wealth creation. Time poor individuals have little time to balance the important issues like family and social commitments, let alone trying to maximise their financial position.

At Halogen our role is to maximise your wealth creation through the coordination and implementation of many financial disciplines. Together with integrated advice we offer a total wealth solution for the busy high-income executive or professional.

Characteristics of High Income Individuals

	Career/business focused
	Pays too much tax
	Has little time
	Family commitments
	Huge expenses (big mortgage)
	Unaware of wealth creation opportunities
	Little savings capacity

High-income individuals are the least catered for when it comes to wealth creation.

Various stages of Achieving Financial Independence

Age 25-35	Age 35-45	Age 45-55	Age 55+
Foundation	Creation	Growth	Financial Independence
Career establishment	Own home	Maximum salaried earning potential	Own home – unencumbered
Accumulation of savings	Asset protection	Utilisation of equity for investment	Independent income
Business plan development	Effective investment vehicles	Tax minimisation	Portfolio management
Risk management	Family commitments	Borrowing for investments	Investment flexibility
Initial investments	Establishment of structures	Wealth creation strategies involving direct property, equities and cash	Estate planning
	Investment portfolio	Financial security

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