We are thinking of starting an investment portfolio but don’t really know where to start?
How do we get started?

I’d really like to solve some of my current challenges.

  • Working hard but paying too much tax
  • Paying off mortgage as much as possible and have no investments
  • Don’t understand much about investing but like to start
I need advice because I want to have achieve the following:

  • Start building wealth outside of home
  • Understand the ins and outs of investing
  • Start to plan ahead for financial future
  • Be in a better tax position
  • Become accountable for my financial goals

ACCESS TO AN ADVISER ON AN ONGOING BASIS

Once a goal has been identified, tell your adviser. Don’t keep it a secret. Your adviser can set a clear pathway to help you reach your goal. Even if you haven’t quite worked out what your goals are, your adviser can help to identify them with you.

Your adviser is your long-term confidante and coach throughout your life journey.

FIND AN ADVISER

Financial Planning

It’s never too early to start planning. Although your plans may change over time, it’s important to identify your immediate priorities, your ideal lifestyle and life goals, and develop a plan to assist in achieving them. Keeping abreast of changing legislation, making the most of the opportunities available to you, and structuring your finances is fundamental to achieving your lifestyle and financial objectives.

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Budgeting & Cashflow Planning

How good are you at managing your finances? It’s important to understand how much money is coming and how much money is going out to work your financial position. What is your level of spending vs saving? Once you understand your financial position, you can work with your adviser to work out a savings plan including investment strategies.

Understand the Basics of Investing & Risks

If you are thinking of building an investment portfolio, it’s important you understand the basics of investing and the risks associated with various types of investments. This is to ensure your investment decisions match your goals, timeframes and risk tolerance.

Please view our informative videos on Investment Basics & Principles:

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Maximising Super

Superannuation (super) remains one of the best ways to build wealth and save for your retirement. The money comes from contributions made into your super fund by your employer and topped up by your own money.

Getting to understand super and how it can be managed to build up a retirement nest egg is an important first step to achieving your financial goal.

We can assist with the entire process and discuss the strategies available to you to start building wealth outside your home.

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3 Tier Investor Service Models

Our 3 Tiered Ongoing Service options are tailored to incorporate both self-directed service alternatives and full advisory solutions to build an investment and service offering that suits your needs while still achieving your financial goals.

The right kind of financial advice can really make a big difference.

It can help you:

  • set your financial goals and achieve them
  • make the most of your money
  • feel more in control of your finances and your life
  • avoid expensive mistakes
  • protect your assets

Financial advice can give you the confidence to achieve your financial and life goals.

By working with my adviser, I am happy I am able to:

  • Implement an investment portfolio that is right for me and my goals
  • Be in control of my financial security
  • Ensure my money is being invested effectively
  • Sleep well at night knowing I’m on track to achieving my financial goals

Our Difference

Self Directed | Collaborative | Full Advice

Our unique 3 Investor Service Models offer varying levels of personalised expert advice to ensure that you have the right strategy and resources to make your goals a reality.

Useful Videos

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Australian Market Summary (Issue 436) – 17 February 2017

  Australian Market Summary (Issue 436) - 17 February 2017 As expected it was a busy and frustrating week again. There a few big picture items to cover for context, so I’ll address them first [...]

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VICTORIA

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644 Chapel Street
PO Box 6105
South Yarra, VIC 3141
T: 1800 064 959

NSW

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9 Castlereagh Street
Sydney, NSW 2000
T: 1800 988 141

QLD

Suite 2, First Floor
280-286 Sheridan Street
Cairns, QLD 4870
T: 1800 796 096

WA

Unit 16, First Floor
100 Railway Road (Cnr Hay St)
Subiaco, WA 6904
T: 1800 785 855