Firstly we listen to what you want to achieve from your investment. This together with your time frame, financial situation and risk profile helps us put together an investment portfolio for you. We then guide you through investment choices and find the best solution. It doesn’t matter how much you have to invest, our process is essentially the same.
We will also educate you on the financial jargon, such as franking credits, dividends, gearing, asset allocation, diversification, volatility and more and how these will impact on you. Understanding is power and we want to demystify investments for you to enable you to make empowered choices about your financial future and feel comfortable with your investments.