This is your investment plan. So we look at your short-term goals and your long-term goals before working backwards to map out a plan to get you there.
So how do we invest your money?
In defensive assets; or growth assets; or a combination of both.
We also want to know where we are going to invest. In your name, your spouse’s name, the super fund or family trust, as they all have different tax consequences.
We consider all aspects including whether we put all the money in at once or choose dollar cost average., whether we use a savings plan or looking at gearing as part of the process.
Again we identify what’s right for you and we implement that to achieve your financial goals.