We all want to build enough wealth to provide financial security and a comfortable lifestyle. Investing can be complex and there are many options to choose from, so it is important to seek professional advice.
Meeting your goals
We’ll discuss your attitude towards the various risks and returns of investing to establish your risk profile. We’ll look at your present financial position, including your total assets and debts. We’ll also consider your career plans – in particular, how long you wish to work full-time – so we can estimate your future income and savings potential.
After determining your goals and risk profile, we will suggest different strategies and investments that will meet your needs. For example, superannuation may suit someone wishing to minimise their long-term tax liability, whereas if you are seeking high growth over a long period and are comfortable taking on more risk, you might consider a geared investment.
With our investment advice service you have a personalised relationship with your adviser. We advocate having regular discussions with our clients to ensure you are still on track to reach your personailsed goals and objectives.