An investment is an asset that you hold for the long term with the aim of achieving growth in value and in many cases some ongoing income in the form of dividends, rent, or interest.
Our role is to show you what investments are available to match your goals and provide you with a balance between investments held inside of super and investments held outside of super.
Managing expected risk and return is a key principle of investment management. We all want huge returns, but we can’t always handle the risk – a balance is required. Some people have no regard for risk – they can be found at race tracks and casinos, most people are conservative by nature and seek reasonable growth through prudent strategies.
We cast the net wide when we consider suitable investment assets. Ultimately we need you to be comfortable with the investment and understand how it works.
If you want to invest in property because that’s what you understand and are comfortable with then we’re happy to help you to put the right strategy in place.
If you want to invest in shares but don’t know what to buy, when to buy it and how long to hold it for, then we can provide you with the advice you need.
If you’ve heard about a great investment and want us to show you the pros and cons then we can share our experience and research with you.