What are the guarantees when investing

The only guarantee is Cash

Cash however only provides should term comfort – the rate of return is no greater than inflation.

What about Growth Investments ?

Growth investments provide the capacity for long term growth and ”inflation-proofing” of assets, growth investments however come with a level of short to medium term risk.

Within your risk profile our suggested overall strategy is to:

  1. Retain 3 to 5 years of your likely expenditure in a Cash/Fixed Interest/Bond investment options.
  2. Hold of the balance of investments in growth investment options – shares both Australian, Global and Property with your preferences and understanding being a factor to the weighting of investments in each sector.
  3. Specifically select investment areas for both your short term and long term investment allocation. While continuing to diversify hold an over-weight position in investment sectors that are expected to out-perform.
  4. Ensure you fully understand your investments and investment structure and only hold quality main stream investments.
    Review on a structured basis – don’t panic!

Important Information:  The information in this document is of a general nature only. Before you make an investment decision you should assess for yourself or obtain professional advice on whether the information is appropriate for your particular investment objectives, financial situation and particular needs.

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