Investments
Investing for your future
A sound investment strategy is not reserved just for older people with existing wealth. This is a common misconception, which is why we offer solid investment advice to people of all ages, helping them plan for their financial future.
It’s important for people of all ages and financial capacities to have a solid financial investment plan to help secure their future. Everyone should work with an experienced financial planner to develop a plan that is right for you, and has been specifically tailored to your unique situation.
Whether you are saving for your first home, your child’s education or investing to provide an income stream, we can put together a plan to meet your needs. Our investment advice covers a range of asset classes including managed funds, property, direct shares, cash and term deposits.
Rest assured – We will find the right blend to suit you and your goals for your financial future.
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 (that’s how you feel about the possibility of your investment going up or down in value) and your investment time horizon (when you will need some or all of your money for something else).
What should I consider when investing?
In developing your personalised 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’s 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.
To find out more about how we can help you invest for your future click here to contact us or make an appointment.