​​What investments suit you

When we meet to find out more about your goals and life stage, we’ll establish your risk profile. We’ll look at your present financial position, including your total assets and debts. We’ll also consider your career plans – in particular, how long you wish to work full-time – so we can estimate your future income and savings potential.

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We will suggest different strategies and investments that meet your needs. For example, superannuation may suit someone wishing to minimise their long-term tax liability, but if you are seeking high growth over a long period and are comfortable taking on more risk, you might consider a geared investment.

 

We will also look at how you can use insurance to help protect your loved ones and your way of life in case of unexpected events.