Managing Director, Peter Holt Limited - Practice Principal
CurrentHelping you to create and accumulate wealth so you can live the life you want, whatever happens.How long could you maintain your current lifestyle, if you no longer worked?A few years? A few months? A few weeks?What household income could you generate today from your existing assets?Not enough to give up work forever?Then you need our help.We provide personalised strategic planning to accelerate your accumulation of assets to a level where the income from those assets meets or exceeds your lifestyle, so you no longer have to rely on working for money.How nice would it feel to work because you choose to, not because you have to?In the words of the legendary investor, Warren Buffett:"If you don't find a way to make money while you sleep, you will work until you die."The results of a survey by Fidelity Investments on over 1,000 millionaire households found that 86% of them are first generation wealth, meaning they did not inherit their money. Of those who are self-made, their top sources of assets included equity investments and their confidence in the stock market is a major path to wealth. Most wealth builders actively seek out financial advice to help them to achieve their financial goals.If they can do it within one lifetime, then so can you.*Currently we have capacity for just a few more highly motivated new clients, will you be one of them?*
