Investments and Savings

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Investments and Savings

When it comes to investing we know it can be a big decision, especially if you are only starting out on your journey.  There is so much to take in and everyone seems to have an opinion on what is best and what they would do.

We do not make any assumptions about your investments or savings but we want you to tell us what you are looking to achieve and when.  Are you saving up a deposit to purchase a house in 5 years time or are you beginning to save towards your retirement but want to keep the flexibility of access to your capital should you require before your retirement date.

By getting to know you and what you want to achieve we will be able to advise you on the best product to invest in and also the underlying assets themselves.  By gathering information from you, including your attitude to risk and your capacity for loss we are able to build a portfolio of investments to suit your goals and objectives.

We use state of the art technology to help build you a cash flow plan and show you what levels of contributions we would expect to be needed to achieve the goal that you are working towards.  By understanding your income and expenditure through our budget planner we are able to direct funds accordingly for you maximising the opportunities to achieve your goals.

By managing your expectations and being there for you every step of the way we will make you feel at ease and a part of the process, it is, after all your hard earned cash that you give us the privilege of working with.[/vc_column_text][vc_column_text]

Investments can fall as well as rise and you might not get back all the initial capital invested. Investments should be seen as medium to long term financial strategies. Tax treatment of investment vehicles can and may change in the future.


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