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Personal Wealth Management
The key to successful investing is to first decide on your goals. Then we can work with you to develop your investment strategy, based on your tolerance for risk and your investment time horizon.
What should I consider when investing?
In developing your investment strategy we need to take a range of personal and financial factors into account. However, three of the most important considerations are:
- How much money do you think you'll need to achieve your goals? This is the key to determining the level of returns you're likely to need from your investment.
- What is your investment timeframe? Your investment timeframe determines the length of time your money will be invested. It is important because time has an impact on your tolerance for risk and the level of returns that you can expect.
- What is your risk tolerance? You need to consider how you feel about your investments fluctuating in value and incurring capital losses as well as capital gains.
Personal Investment
Whether you are saving for your first home, a child’s education or investing to provide an income stream, we can put together a plan to meet your needs. Examples of areas covered by personal investment advice are managed funds including property, direct shares, tax effective investments and margin lending. We will find the right blend to suit you.
Personal Superannuation
While the thought of ceasing full time employment might seem an eternity away, making the most of your investment dollars while you are working will help ensure your future lifestyle is the one you have always looked forward to.
Investing in superannuation is an investment for your future, and in order to enjoy the lifestyle you have earned in retirement, you need to ensure that the money you have will last a lifetime. At Doran Financial Services we put in place a range of strategies to meet the diverse needs of our customers.
Retirement Planning
There's one thing everyone who retires has in common - the need for money to live on. Whether you've built up savings in superannuation, property, an investment portfolio, cash in the bank or a business you're selling, at some stage you need to convert those savings into income. Here at Doran Financial Services we will sit down with you and tailor a financial plan that suits your individual needs and objectives.
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advise@doranfs.com.au