Investment Strategy

Different investments have different risks, and every investor is different. How do you know the right investment plan for you?

What is investment?

Investment is a way to make your money work for you, but investment strategy is not easy. We partner with you to determine what type of investments best suit your goals.

What kind of investor are you?

Knowing your investor risk profile will help determine the right investment plan for you. Investment plans are designed by identifying effective investment strategies according to your risk profile and your financial goals.

How to invest?

Investment plans form part of your overall financial plan. With your structured financial goals defined, investment planning can provide a path to achieving your goals.

What are the types of investment?

There are so many investment choices available for short and long term purposes:

  • Term Deposits
  • Cash Management Trusts
  • Managed Funds
  • Superannuation
  • Property

What to consider when investing?

There are many things to consider about your investment strategy:

  • Diversification
  • Professional management and expertise
  • Liquidity
  • Tax advantages
  • Capital gains tax
  • Income
  • Fees

Do you want to build enough wealth to provide financial security and a comfortable lifestyle? Investing can be complex and there are many considerations, and it is important to have professional advice as part of the investment strategy process.

Property

Whether you are looking to buy your first (or 10th) investment property or a family home; we can advise you on the “why” and “how” of buying property. We can also help with advanced property investment strategies including commercial real estate and buying a property within a Self-Managed Superannuation Fund (SMSF). Learn more

Superannuation & SMSF

We start with an analysis of your current super, explain your numerous options and then work with you to tailor a long-term plan that’s right for you. Advice strategies can include a range of contributions, tax minimisation, cost reduction, super consolidation, performance maximisation and specialist SMSF options. Learn more

Retirement

Whether you are already retired, in transition or just planning ahead, we can help you make the most of your resources by helping you to formulate a tax-effective investment strategy that caters to your lifestyle needs; taking into account Centrelink eligibility and estate planning concerns. Learn more

Estate Planning

Ensuring that your wealth is transferred according to your wishes, in a smooth and tax-effective manner, is key to your peace of mind. We can help you to plan for your dependants with efficient tax and ownership structures, revision and monitoring of your estate plan and income planning. Learn more

Insurance

Building your wealth is just as important as protecting it. Illness, injury and death all have a significant impact on both your family and finances. We can help to make sure that you look after yourself and your loved ones with an assessment of your financial risk and implementation of a tailored risk-management package. Learn more

Lending

Whether you are seeking to refinance your existing loans or are looking at using new debt to fund either personal, business or investment goals, we can assist by assessing your borrowing capacity, advising on loan structures, shopping around for an appropriate lender and making sure you have access to the most competitive interest rates. Learn more

Make an Appointment

Are you ready to take action?

If you are ready to start making changes to your financial future and meet with an expert adviser, please make an appointment using the form below.

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