Investing can build enough wealth to provide financial security and a comfortable lifestyle but it can be complex and there are many options to choose from. That's why it's so important that you have the right professional advice. We'll help you formulate a financial plan that provides you with direction and a disciplined approach.
What do you want to achieve?
Perhaps you want to buy a bigger home, acquire an investment property or save for your children’s education. Perhaps you have something longer-term in mind. Investment goals should be reviewed regularly to respond to changing markets, government legislation and your own personal situation.
When we meet to find out more about your goals and lifestage, we’ll establish your risk profile. We’ll look at your present financial position, including your total assets and liabilities. 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.
We'll suggest different strategies and investments that meet your needs. For example, superannuation may suit someone wishing to make tax effective decisions, but if you're seeking high growth over a long period and are comfortable taking on more risk, you might consider a geared investment. We'll also look at how you can use insurance to help protect your loved ones and your way of life in case of unexpected events.