WealthGuardian

Sorry, this product has been discontinued.

Secure your assets while ensuring you don’t inadvertantly pay too much income tax!

STOP PRESS: End of Financial Year Special… Discover how to Save 50% of the RRP

 I finished reading WealthGuardian yesterday and have already listened to the CD for the second time! I wanted to thank you so much for this brilliant tool. You have an amazing way of presenting information no matter how complex.

WealthGuardian is truly an essential resource/asset for anyone starting out in property investing. I had given no thought at all to how I was going to protect my assets/wealth – only to how I was going to build them up. Phew! Thank goodness for WealthGuardian.  Leigh K

WealthGuardian is a unique product that delivers a straightforward answer to two critical questions:

Qn 1: How can you protect your assets? and

Qn 2: How can you legally minimise the tax you pay on your property profits?

WealthGuardian has been created by David Bradley (professional investor and Steve McKnight’s business partner) in conjunction with their provate accountant – tax expert Mark Unwin. Both are fully qualified Chartered Accountants.

Your Special Gift: Bonus WealthGuardian Audio Preview!

Below is a special preview of the WealthGuardian audio companion. Listening to this resource, you will hear Chartered Accountants Mark Unwin and David Bradley discuss tax deductions relating to interest, depreciation and incidental expenses involved with owning investment property as well as what initial purchasing and travel expenses are deductable.

    • Track 16 – Deductions – Interest, Depreciation and Incidental Expenses (3:09)
    • Track 17 – Deductions – Initial Expense and Travel Expenses (1:04)


Total running time: 5 minutes 33 seconds

To listen to the audio, simply click the triangular ‘Play’ button above.


The Need For Advice

Any sensible wealth creation plan contains the following two elements:

  1. An outline of how you plan to create wealth; and
  2. A strategy for how you plan to keep it!

It’s no secret that Australia’s richest investors use structuring techniques to maximise their investment returns by minimising both tax and risk.

These individuals spend tens of thousands of dollars each year on accounting advice, knowing that a good structure will pay dividends in the form of decreased tax bills and a safe and secure investment portfolio.

For most people though, this kind of knowledge is either too expensive to obtain, or too hard to understand. In fact, most accountants don’t have the knowledge or skills to be able to provide their clients with the necessary information in an easy-to-understand format.

Instead clients blindly accept what their accountants tell them, which is a massive mistake because they immediately begin to lose control over their investments by not understand their structure.

Worse still, if you don’t have the right structure in place at the beginning of your investing journey, it can end up costing you thousands, even hundreds of thousands of dollars to fix later on down the investing track.

What’s more, unless you have the right asset protection in place, your property investing empire can be vulnerable to issues such as litigation, and all the work you have done to build your empire may crumble beneath your feet.

WealthGuardian is Australia’s only easy-to-understand information resource designed to provide you with a detailed insight into how you can build an effective structure to safeguard your property investing empire and minimise your tax.


What’s Included?

WealthGuardian has recently been totally rewritten to encompass the latest tax rates and laws. There is now a comprehensive 180+ page workbook that walks you through the five different entities you can use to buy property – individuals, partnerships, companies, trusts and superannuation funds while also discussing common tax deductions and even structuring issues associated with Australian’s buying in New Zealand!

Discover the advantages and disadvantages of each entity, together with a detailed review of the asset protection and income tax implications of your choice. Work through, in your time and from the comfort of your home, the company/trust structure that Dave and Steve use in their own investing so as to control rather than own wealth.

Also included (on convenient CD format) is a 52 minute audio interview between Dave and Mark where they discuss their experience with structuring, and what you need to do to protect your assets from people who might look to steal your fortune.

After working through the resource you’ll be able to select and implement the best investment structure for your investing system, which is why WealthGuardian is an essential resource that all investors must own.


What You’ll Discover

  • The 4 components that every wealth creation plan MUST cover.
    Discover the easy way to create your own meaningful wealth creation plan.

  • The proven three issues every investor should consider when working out an appropriate structure.
    Don’t risk missing out on a valuable component to your ideal structure.

  • Whether or not it makes sense to own your wealth in your own name.
    Individuals pay the highest rate of tax and have little asset protection. If your only plan is to own your assets in your own name then seek help before you find yourself in a crisis.

  • Why using a partnership can be dangerous to your financial wealth.
    While you might be able to pool resources, a partnership structure has a few nasty home-truths that every investor needs to know to ensure they aren’t taken to the financial cleaners.

  • Why you should never buy an appreciating asset in a company!
    Yes – companies do offer limited liability, but one of the first things accountants are taught at tax school is not to put appreciating assets in a company structure. WealthGuardian tells you why!

  • How you can use the same model as used by the very rich to protect your assets.
    Discover how you too can use the structure implemented by the rich to protect their wealth from unforseen attack.

  • Tips and strategies for using property to legally reducing your income tax.
    No – not the usual negative gearing guff. Wealth Guardian contains practical tips and ideas about how you can legally reduce your income tax in a way that won’t send you broke at the same time

  • How Aussie investors can structure their New Zealalnd affairs.
    No other resource includes this added bonus.

  • And much, much more…

What Other People Say

"I just received my copy of WealthGuardian… WOW! It’s helped answer many of my questions and now when I go see my accountant, I can just tell him the structure that I want which will save me both time and money! I thoroughly recommend this resource to all investors." – Ray C.

"I’ve received the Wealth Guardian booklet and CD. I’ve listened to the CD and am working through the booklet. They are an excellent resource and easy to understand. What a bonus item!" – Eddie S.

"Structuring is quite a complex subject and I’m really grateful that Steve and Paul have released a very useful resource that explains it in plain English. Thank you, guys!"- Rouvelee I.


Will you benefit from this product?

You may be wondering whether or not you really need this resource, so let me summarise – Who would benefit from the information contained in WealthGuardian:

  • YOU, if you own even one investment property in your own name
  • YOU, if you use a partnership for business or investing purposes
  • YOU, if you are buying growth assets in a company structure
  • YOU, if you desire straightforward information on the complicated topic of trusts and how you can use them to reduce your income tax
  • YOU, if you want to know how to use effective structuring to access ongoing finance
  • YOU, if you own or are thinking about buying real estate in New Zealand.
  • YOU, if you want to better inform your accountant of exactly what kind of structure you need in order to increase your asset protection and avoid paying too much tax.

June Special – SAVE 50%

As accountants, we can confidently tell you that you’d easily spend $1,500+ on the same information if you wanted your accountant to sit down with you one-on-one, however, in an effort to keep this resource as affordable as possible, we have set the recommended retail price at just $399 (GST inc).

The good news is that, in the run up to the end of financial year, we’re offering a STRICTLY LIMITED number of WealthGuardians at 50% off.

The price was $400 per unit, but provided you order now all you’ll pay is $199 (+ P&H). And at this reduced price, you’re certain to find WealthGuardian to be a truly fantastic resource. Be warned though – it’s not a light and fluffy read… it’s a comprehensive and detailed investor training resource..


Your Risk-Free Guarantee

And of course, as always, if you’re not 100% satisfied with WealthGuardian, you can return it within 14 days of purchase for a full refund.

This means you have no risk… if you don’t like the information just ask for a full refund – no questions asked!


How To Order

The easiest way to make your purchase is to Order online. Our server is secured by the same encryption that is used by major banks.


Final Words

How much would you pay for the peace of mind knowing that you’re assets are protected while also legally minimising your tax? At just $199 and with your satisfaction guaranteed, you’d be crazy to pass this opportunity slip by.

As mentioned, this special price is only available for a limited time, so you would be wise to place your order as soon as possible. This page will be updated when the special runs out.


Sorry, this product has been discontinued.