Services

We help you achieve financial freedom and secure vast wealth for generations to come. By committing to your future now, the years ahead will see you obtaining the lifestyle you desire and leaving a legacy for those you care about. With extensive research and years of industry experience behind us, we establish your goals and achieve them.

Wealth
Creation

We develop and implement a plan to create a passive income stream, establishing wealth from now
into retirement.

Your tailored strategy encompasses both your property plan and money management, including
superannuation analysis, current income, short- and long-term goals, and more. Taking action to
secure a passive income elevates your lifestyle and ensures that you don’t have to rely on a pension
or other external factors in retirement.

Group 1180 (4)-min
Group 1180 (5)

Mortgage
Reduction

If you have an existing mortgage, we customise your plan to pay off your current mortgage first and
eliminate any “bad debt”.

By using an array of brokering techniques, tax minimisation, and investment properties, most clients
can pay off their mortgage in an average of half the time.

Tax
Minimisation

Vastion Investments uses your current income projections and cashflow to form your tax minimisation
strategy. We utilise property investment, depreciation schedules, and other tax strategies to minimise
and effectively manage your current tax payments. This opens the opportunity to fund future
investments, growing your wealth and portfolio.

Group 1182 (4)-min
Group 1180 (7)

Investment
Insights

Whether you are new to investing or an avid investor already, it’s difficult to navigate the property market.

We conduct extensive market and area analysis, sourcing off-market properties at the best price and developing your knowledge in the process. By offering you investment insights and market knowledge, we help you grow as an educated investor.

If you have an existing property portfolio, we assess your situation to ensure it is performing the best it can. Optimising your current investments means your future growth potential expands, allowing you maximum wealth benefits.

Property
Acquisition

In line with your goals, we take care of every stage of the property acquisition process for you. With
firm foundations in research, we investigate the best area and property for your circumstances.

We research the best area and property for your needs, then help you negotiate and acquire it. With
exclusive access to a variety of builders around Australia, the options are endless.

Group 1181 (3)
Group 1181 (4)-min

Retirement
Planning

Planning for retirement early is one of the best things you can do for your future. The reality is, Australians in their 60s are an average of $247,766 short of what they need for a comfortable retirement.

You deserve to enjoy your best years. Together, we develop a strategy for a stress-free, financially free retirement.

We develop your superannuation strategy to align with your personal goals. This service includes managing your risk profile in line with your super, managing how much money is in your super, and maximising the tax benefits of super to ensure the most effective portfolio.

Wealth
Protection

Protecting your wealth by planning for the worst-case scenario is a critical component of safe investing.

A vast majority of Australians are underinsured. Despite 52% of the population having life insurance, half are only covered for 47% of their basic needs, or 28% of their current standard of living. When it comes to income protection, the median level would only cover 21% of their needs.

We help you establish and manage your assets by first analysing your overall debt to income ratio, debt profile, and risk profile. You will be connected with expert property managers for ongoing management, and we take additional measures to ensure that in the worst-case, you and your family are protected.

These additional measures include super insurances, life insurance, TPD and trauma insurance, and income protection. We partner with industry specialists to do this, working in a tax effective way that often costs nothing out of pocket.

You and your family’s wellbeing comes first. We leave no stone unturned in the protection process, giving you peace of mind for the future.

Group 1179 (3)-min