We can help you with planning your investments. We work with you to design an investment strategy that best suits your current assets and those which you would like to invest in in the future. We are experienced and equipped to provide advice about cash, property and share investments.
Investment planning is not merely deciding where to invest your money, there are many other factors which need to be considered such as tax implications, your risk tolerance and diversification. We can help advise you on all these areas and guide you to the best decision for your financial circumstances.
Some fundamentals you should consider:
- How much investment risk are you willing to take?
- What is your timeframe for investment?
- Should you use diversification to reduce your risk?
- What are the taxation benefits/implications with the ownership of my investment?
- If I need to access my investment, what are the costs or fees applicable and timeframe?
If you would like to know more, please contact us at Newcastle Financial Planning Group on 1300 143 510.