Access to an adviser on an ongoing basis
Once a goal has been identified, document it with 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 will then monitor progress as part of your overall plan.
FIND AN ADVISER
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.
Budgeting & Cashflow Planning
How good are you at managing your finances? It’s important to understand how much money is coming in and how much money is going out so as to establish your financial position. What is your level of spending vs saving? Once you understand your financial position, you can work with your adviser to implement a savings plan including investment strategies.
A comprehensive investment strategy and strong asset allocation can assist with maximising the benefits and minimizing the risk across your portfolio as part of achieving your individual goals and objectives, and having an effective savings plan in place. Some savings options to consider:
- Equities Investments (Shares) – Australian & International Shares
- Managed Funds – Professionally managed investment funds
- Term Deposit & Cash Service
- Savings Accounts
- Education Funds
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.