Let’s face it. Building an investment portfolio is not an easy feat.
With the right advice you can learn the important aspects of developing an investment strategy and how to borrow for that crucial first investment purchase, and take the first step towards building an investment portfolio.
Before any investment decisions, it’s first important to understand your investor profile. To understand your investor profile, you need to explore your tolerance for risk. There are many types of investment risk that relates back to the different asset classes such as property, shares, fixed interest and cash. It’s important that you first understand your appetite for risk which will then help in understanding what asset classes are best suited for you.
We will guide you and help you understand your appetite for risk whilst also informing you on all other aspects to consider such as superannuation strategies, accounting, investment management, gearing, estate planning and other financial services.
Contact us today for a complimentary and without obligation initial consultation to discuss how to get started or to make the most of your existing investment portfolio.