Investments

Make your money work for you! This is a common phrase, but what does it mean? Money in the bank will not grow in value, and in actual fact; your savings may lose value over time, due to the effect of inflation! So, putting this money to work is important, and sometimes it’s hard to know where to start. We can unravel the complexity around investing, and work with you to get the most out of your hard-earned savings.

Common questions to consider:

• Why am I investing, is this money for a specific future purpose
• What is my timeframe for investing?
• What level of investment risk am I comfortable with?
• Which is better; simple & low cost, or a more tailored portfolio of investments?
• Through which tax structure should I invest?

Have questions?

Phone us today on (03) 9038 8267