Seeking investment advice is one of the primary reasons a client seeks the advice of a financial planner. To be right for you the adviser must understand your goals and time frame to achieve them, long before any decision is made to invest your hard earned dollars. This will guide the kind of investment strategy they create for you.
The adviser will also consider risk and return given your situation. Not every investment is equal and they will need to spend some time constructing an investment portfolio that can include local and international shares, listed property, managed funds, term deposits and bonds.
The adviser will also consider which investments they recommend to you as a part of the investment strategy they present to you in your written financial plan.
What kind of goals can investment advice be used for?
Investment advice is suitable for people who:
- wish to save for a one or more goals
- wish to build retirement savings outside of superannuation
- are comfortable in managing a budget
- have the capacity to save additional money
Envision Financial Services provides Investment advice
If you have a question about Investment Advice or would like to make an appointment please contact us.