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You know you should invest your money wisely, but what should you be investing in, and how should you manage your investment portfolio? We’re here to answer all of your questions, with our focus always firmly on helping you achieve your goals.

What is investment planning?

Investment planning is the process of matching your financial goals with your financial resources – and it’s a crucial part of any financial plan. There are many different types of investment, each with different characteristics. A sound plan usually contains a mix of them.

Types of investment we look at

  • Cash
  • Fixed interest
  • Shares
  • Property
  • Alternative assets
  • Managed funds
  • Superannuation (including self-managed super funds)

Let’s discuss investment

Many financial planners prioritise discussions on investments and cash flow – we see it as the last piece of the puzzle. As well as offering investment recommendations, we can provide you with portfolio management and taxation planning support and advice.

Portfolio management is the ongoing process of selecting and overseeing a group of investments. Our aim here is to help you maximise your investments expected return within a suitable level of risk exposure – but we keep you firmly in control of all decisions.

Our role in your investments is not to tell you what to invest in but simply to offer you our advice and insights so that you can make more confident decisions. If you make the right investment decisions now, your future self will certainly thank you.