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INVESTMENT STRATEGIES

Invest with purpose and generate profits— the power of intelligent investing.

INVESTING MADE SIMPLE

TURN CAPITAL INTO GAINS

AVOID UNNECESSARY RISKS

TYPES OF INVESTMENTS AND RETURNS

Investing is like planting seeds for your money to grow. There are different types of investments, each with its way of helping your money multiply. For example, when you put your money in the stock market by buying shares of companies, you become a part-owner. If the companies do well, the value of the shares and dividends can increase , giving you more money than you started with- this is called a positive return. However, the stock market can also be unpredictable, and sometimes the value of shares and the amount of dividends can decrease, which is a risk, especially over the short to medium term.

Other investments, such as bonds, are where you lend money to governments or companies and get it back with interest after a particular time. Bonds are usually safer than stocks, but the returns might not be as significant.

Real estate – buying property and making money by selling it later or renting it out, is a common investment strategy and can sometimes bring good returns. Still, it requires careful planning, a larger financial outlay and cost management considerations.

While investments can help your money grow, they also come with risks.
Like plants need water and sunlight to grow, they still face challenges like pests or bad weather.
Investments are the same and can face ups and downs too.

HOW TO CHOOSE YOUR INVESTMENTS

Before making any investments, it's crucial to conduct thorough research to understand:

  1. The mechanics of the investment.

  2. How it generates profits, and the anticipated return (capital appreciation or income).

  3. The associated risks.

  4. The costs and fees linked to purchasing, holding, and selling the investment.

  5. The timeframe you need to invest to achieve the projected return.

  6. The legal and tax implications tied to the investment.

  7. The role of the investment in diversifying your portfolio.

Why Financial planners can significantly influence your investment strategies.

  • Quickly understand all the facts and figures, knowing where your money is being invested and how it performs.

  • Be aware of your tolerance for risk and risk associated with each investment.

  • Comprehend how your profits are created and what you can do with them.

  • Find out about opportunities and tax offsets that you may not be aware of.

INVESTING AT ANY AGE

FREQUENTLY ASKED QUESTIONS ABOUT investment strategies

  • When discussing your financial goals and potential investment options, your Financial Planner will determine your risk tolerance. This is essential in ensuring that your investment strategy is suitable to your financial goals. In determining your risk tolerance, a Financial Planner will likely consider your short & long-term financial goals, determining how much risk you can take on.

  • When choosing to invest, it’s important that your investments strategies align with your short-term and long-term financial goals. Your Financial Planner will discuss these with you, in order to clearly define them, and match any potential investment strategies with the level of risk you are comfortable with – while aiming for returns that can help you achieve your goals.

    Finally, it’s important to periodically review your investment strategies, and adjust any that require changing. A Financial Planner can provide these services ongoing, in order to ensure your financial investments stay on track with your changing life circumstances and financial aspirations.

What Our Clients Say About Working With Us

HOW TO CHOOSE THE RIGHT INVESTMENTS


For successful investing, it's crucial to discover investments that align with your financial objectives, preferred investing duration, and comfort with risk.

Our financial planning team can help you gain insight into various investment categories and strategies to help you pinpoint the ideal choices to propel you towards your financial targets.

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