With an investment plan it is our objective to reach your realistic calculated goal. Therefore we manage your goal and not market performance. To achieve that we are in strategic partnership with Amity Wealth Pty Ltd. They are an independent investment advisor assistant.
We help you to determine an investment strategy and we link that to your lifetime goal and not to a superficial risk profile. To start the process think about the following:
-
- Do you have an investment strategy?
- Does your emotions influence the way you think about your money?
- Are your investment enemy the guy in the mirror?
Complete the needs analysis form and sent it to us to help you manage your goal.