Financial planning for crypto investors

Wealthlabs steps for those interested in maximising wealth, investing and ideas to improve.

Book a Zoom call today

Are you an early adopter or looking for a self-directed investment strategy?

“Perfect for people who want to learn more about investing but with a professional helping them along the way. Thanks’ so much for having me.” – Sean Sequeira, Chief Investment office, Australian Eagle

Download our
podcasts app.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nulla fermentum enim nec velit lobortis, quis imperdiet nulla mollis. Etiam ut libero ipsum.

Congratulations on moving your wealth away from deflating currencies and controlling governments.

You’re one of the lucky few who got in early and hopefully you also you’re your family in as well! Whether it was through good luck, good intuition, or having an annoying friend who wouldn’t leave you alone until you bought it… You are probably glad you made the initial investment when you did.

Your first investment in crypto could have life-changing implications. Let’s make sure you can lock in your success today for an exciting future.

  • Long gone are the days where your biggest concern was not having enough money. Now you are maybe wondering:
  • How you can take your wealth from the virtual world to the real world.
  • You don’t want to deal with the legacy banking system.
  • You’re pretty sure any financial planner you speak to is going to sneer and tell you, it’s ‘fake money.
  • You just don’t want to deal with a legacy, banking system?

Well, that makes sense, who would! It’s slow, old and cumbersome but unfortunately, you will need to still use fiat currencies and working with the right planner can assist.

What do we do?

First of all, we won’t try and talk you out of selling your valuable assets! For some strange reason, we find people who have been reading and learning about crypto. All of a sudden have a rash of ‘experts’ telling them to sell their crypto ASAP and lock in the gains! These are the same people, who told you to not invest in crypto in the first place. Odd.

Step 1:

What are your plans? Most people have an idea, but we will really flesh this out. Where do you want to settle down, what’s your tax planning looking like. What other investments do you have?

Step 2:

Integrate. We will look to seek what other investment opportunities you have as well as discuss your work, superannuation and any property assets you may have.

Step 3:

Action. As a team, we’ll diversify your assets across both Australian and international investment markets. Work to minimise your tax scenario and collaborate on further investment opportunities to continue your wealth journey.

Even though there are many differences between traditional assets and crypto-assets. The strategies High Net-Worth families use to preserve their fortunes translate to the crypto world. Depending on your exact financial situation, there may be opportunities to turn your digital wealth into a real legacy by exploring some of these concepts in your own personal life.

Book in a zoom meeting and we can discuss more.

Book a Zoom call today

Available Online, Australia wide

Our awesome process is ready for you.

Get started now.

Book a chat now