There is an endless supply of unit trusts, investment funds, direct shares and bonds in the market. While most investors are looking for high returns there are several other factors you should take into consideration – the level of risk you are comfortable with, your timeframe and your goals.
Your personal Financial Adviser will sit down with you, understand your situation and prepare a personal financial plan so you can achieve your goals.
You might want to talk to us if:
+ You have a lump sum to invest (potentially a term deposit, property proceeds, inheritance, etc.)
+ You want to plan for your retirement or are retired
+ You are regularly saving and want to look at investment options outside of cash.
+ You are not happy with low interest rates
+ Review your current investments