Your personal strategies are designed around structuring, tax effectiveness and managing future uncertainty. There are a number of ways that you can build your investments:
- Investment portfolio
Superannuation will be a large proportion of your investment savings that is aimed at providing you with a lump sum or an income when you retire. Your employer must pay a percentage of your salary that is investing into your superannuation account. You can also make additional contributions personally.
When considering or reviewing your superannuation we suggest considering:
- The investment options available
- The fees in the account
- The insurance benefits
- Structure and features
Outside of the family home and superannuation the other way to build wealth is through investments.
You can build wealth in a number of ways:
- Setting up a regular savings plan
- Investing a lumpsum
How you invest your money is important as it impacts the risk and returns over time. We believe a well diversified and well researched portfolio along with investment management methodology is important and should lead to better decision making, and hence better investment outcomes over time.