If your financial plan appears to be working and youre 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, its 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 thats 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.