• Investment Solutions

    Investment Solutions

    The best solutions are often simple, yet unexpected (Julian Casablancas)

Investment solutions

INVESTMENT SOLUTIONS

If your financial plan appears to be working and you’re aspiring to grow your wealth, the next step is to think about investing.

Once you understand the different types of investment type of investments and basic principles that should guide your investment decisions, it’s also important to explore solutions available to. Some questions to ask are;

  • Do I invest in directly?
  • Should I consider Managed Funds?
  • Have I considered investing via a platform or am I happy to take on the administration myself?
  • Will I prefer active or passive investment management?
  • Is investing through Super an option?
  • How does my approach to investing impact my tax position?

We appreciate that investing is a highly specialised area and that’s why we work with subject matter experts who specialise and spend their time day in day out focusing and managing investments on behalf of our clients.

Our investment approach is designed to deliver the specific outcomes that match the individual objectives of our clients. Through investment portfolio design, we will seek to meet your goals with the right risk exposure that is palatable to you. This will be achieved through robust investment research, an active portfolio management approach and an unwavering commitment to quality and risk management.

At LFS, we can help you understand the basics of investing, consider diversifying through different investment strategies and weigh-up the investment options available to you.

Contact us today for a complimentary and without obligation initial consultation to discuss how we can help.

LFS Advice Solutions

Life is Better With A Plan

337 Ascot Vale Road
Moonee Ponds Victoria 3000

Phone: 03 9278 5777
Fax: 03 9278 5799

clientservices@lfsadvice.com.au

PFG Global Pty Ltd

PFG Global Pty Ltd as trustee for PFG Financial Services Trust (ACN 161 691 103) trading as LFS Advice Solutions and LFS Lending authorised representative and credit representative of AMP Financial Planning Pty Ltd. Australian Financial Services Licensee and Australian Credit License 232 706

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