Looking at investment options can only be done once your current position is fully understood and surplus cash flows have been identified (or created) and a budget developed. Investments may include such things as ETF’s, direct equities as property. TO explore what investment options may be suitable your adviser will review the following with you

  • Personal and lifestyle goals
  • Budget
  • Life stage
  • Investment and retirement goals
  • Preferred investment classes
  • Attitude towards investing risks (conservative, assertive or aggressive)
  • Existing investments
  • Superannuation