Investment & Wealth Building Strategies & Advice

Choosing the right investments, whether it be within superannuation or personal investing, is imperative to helping you reach your financial goals. There are many variables that should be considered when deciding on an appropriate investment strategy:

  • What is your personal investment risk profile and how much risk should you be taking?

  • What risk / return am I looking to achieve?

  • Am I looking for growth or tax efficient income?

  • What types or investments should I use? Shares, fixed interest, property, managed funds?

  • What is the best combination of these asset types to help me achieve my goals?

  • Do I understand what each investment is and how it works?

  • What are the underlying and transactional costs of each investment?

  • Would I prefer to invest in socially responsible assets?

If you would like professional financial planning assistance call us now for an obligation free appointment to discuss your situation.