Investment markets have a strong capacity to make investors uneasy, particularly with the ever increasing presence of media headlines that tend to focus more on the negative that the positive.
Our approach is straightforward and will start with reviewing your investments to help you understand where your money is actually invested. In doing so we can then help you to identify the opportunities and the risks - and then plan for these.
The finance industry has a terrific habit of making investing a concept that is difficult to understand. In actual fact, it's pretty basic but where investors typically get caught out is in their behavioral responses to what may be happening around them.
We cannot emphasise enough the important of simply understanding, at least at a high level, where your funds are invested.
We are happy to offer a free no obligation consultation to discuss your position. Our services are typically used by a range of investors including self-funded (or largely self funded) retirees, pre-retirees (who may be considering retirement), wealth accumulators with a view to building super and non super investment assets, charitable organisations and others.
To arrange a time to meet with our investment specialist Brian Kearns, please contact us on (03) 6335 4000 or directly via email firstname.lastname@example.org