Pakenham & Warragul
All enquiries & appointments (03) 9067 6999
Should I buy shares or property? Is my superannuation investment strategy too conservative?. Should I hold investment assets directly or through a managed fund? What are the pros and cons? Can I hold direct investments, such as a share portfolio, and still get help to manage it? How will taxation impact my returns?. Is investing by borrowing appropriate in my situation?
The choices facing the investor are many and varied and the bewildering complexity can often just make it seem all too hard.
We are here to help guide our clients through the maze to end up with a strategy that suits their personal circumstances. Helping guide you means explaining your choices, not telling you what to do. Of course we will make recommendations but our goal is to give you as much information as you need to make an informed choice.