The world of investing is a complex and ever changing. Our thorough process, topical knowledge and vast experience can help you make the right investment choices for all stages of your life.

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What you need to know

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Investing can build enough wealth to provide financial security and a comfortable lifestyle but it can be complex and there are many options to choose from, so it is important that you have the right professional advice.

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How to choose investments

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It’s easy to choose a savings account, but far more complex to decide on your long-term investment strategy.

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You will need to be clear on the differences between the four major asset classes – cash, bonds, property and shares – and between fund managers. You will also need to understand the various risks and returns involved in investing and work out what level of risk you are comfortable with.

 

Risk and return

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All investments aim to provide a certain level of return and are subject to certain risks. One way to manage investment risk is to ensure you hold the investment for an appropriate length of time, generally five to seven years for share investments, to ride out any short-term fluctuations in value.

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As a general rule, the bigger the potential investment return, the higher the investment risk, and the longer the suggested investment time frame.

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We help you make the right choices to support your investment goals and give you comfort to know that our thorough process and knowledge provides the best fit between your needs and what you invest in.

 

Setting goals 

 

When making plans for the future you need to know what you want to achieve and by when. To get to this point, it’s a good idea to seek professional help. A qualified financial adviser can explain the various options available and provide advice on the most appropriate direction for you.

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At WealthView Financial we can help you set goals, establish your priorities and develop an investment strategy suited to your circumstances. We’ll help you build wealth, achieve your objectives and create a more secure financial future.

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The sooner the better

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The sooner you put your money to work, the more time it has to grow and ultimately give you the best opportunity to achieve your investment goals.

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At FinNest Financial, our ongoing support ensures that your money is invested wisely and continues to be the right investment for what you would like to achieve.  It’s a process that takes discipline and vigilance from the WealthView team and it’s a key part of the support we provide our happy clients.

 

To find out how we can help you plan a successful retirement, call 1300 807 500 or email us today.

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