Pro-Active Wealth

Pro-active wealth is a new age marketing agency that finds unique financial solutions and takes them to market on behalf of Financial advisors and wholesale investment opportunities. The wholesale sector has previously been reserved for the already wealthy with high minimum investment amounts or sophisticated investor status, therefore putting it out of reach to the average Australian. Due to Australian laws, Financial Advisors and wholesale investment products are not allowed to be direct marketed by the provider therefore, the everyday Australian misses out on hearing about them, accessing them,and creating financial freedom for themselves. Think of us as the Trivago or Finder.com.au of the financial world. We simply educate, qualify then connect the consumer (you) to the wealth creation vehicle best suited to your goals and capabilities. How it works We work alongside licensed partner entities across managed funds and property development funds both inside and outside the Superannuation system. Therefore whether you are looking to create wealth over the short term or the long term, we are able to introduce you to the unique product provider that meets your needs, goals,and current capabilities. Financial Freedom for retirement With 85% of Australians left struggling on the age pension, these opportunities enable you to be pro-active (hence our company name) and involved when it comes to your retirement goals. With Industry funds and retail funds returning between 5%-9.5% as a 5 year average and our strategic partners range of investments ranging from 13.5%-20%, there is a solution for everyone, regardless of where you currently are in your wealth creation journey. Financial Freedom Fast track for outside super There are product options available for wealth creation outside superannuation, that consistently outperform term deposits and buying and holding investment property portfolios and without the volatility of the share market.