top of page
SHARE INVESTMENTS AND FUNDS
The right investment mix for you will depend on your risk profile.
However, asset allocation is also important in making investment decisions.
These 2 decisions will determine around 80-90% of the total returns of an investment portfolio.
Whether you wish to buy direct shares, ETFS, or prefer managed funds, we will provide you with the resources to help you make informed decisions, so that you become confident in your investment mix and asset allocation.
We can also help determine the appropriate cost structure for you to invest in, such as personally, via a corporate or trust* or even if an SMSF is appropriate for you.
* we defer to specialists, who will set these up as required.
Building wealth foundations
through tailored financial planning
bottom of page