Getting Advice

Most of us have a goal to maximise our wealth, but aren’t clear on how or when to go about it. No matter whether you have a short-term goal in mind (like buying a home) or want a comprehensive, long-term investment strategy, we can help you put together a financial plan that:

• Caters to your investment experience, preferences, tolerance for risk and ultimate goals.
• Contains an appropriate mix of different investment options e.g. shares, direct property, cash, term deposits etc.
• Balances your need for income and/or capital growth.
• Takes into account your personal investment timeframe and objectives.
• Provides the most tax-effective structure for your investments.

Obtaining the advice of a professional can give you access to a range of strategies and options that you may not have known were available to you.

An effective adviser can also help you by providing an objective assessment of your situation that gets to the heart of your wants and needs so that you can plan to focus on what is most important to you.