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Investment Review

What is the secret to successful investing?

There are many different investment options and strategies we have to choose from, and the information and marketing from all types of media can be overwhelming.

What are proven wealth creation strategies that will make me a successful investor?

  • Start with the end in mind
    • Why are you investing?
    • What are your goals?
  • Match investments with your investment timeframe
  • Buy good quality assets and hold
  • Regularly invest
  • Perform an Investment Review
  • Avoid common mistakes
    • Trying to time markets
    • Failing to recognize and manage risk
    • “Get rich quick” schemes or promises
    • Procrastination
    • Not getting professional, unbiased advice

Considering your investment options?

  • Investment property
  • Share portfolio
  • Bonds
  • Managed Funds
  • Savings plan
  • Commodities

Different types of investments have different characteristics such as liquidity, risk, income and tax.  Understanding these and matching to your goals is vital.

Advice can help make your money work harder

There’s lots of research to suggest that individual investors make emotional decisions about money. They often buy when the market is high and sell when it’s low – the opposite of an efficient investment strategy. A good Financial Planner is also a financial coach and educator to help you invest more successfully.

Grow your wealth supported by quality advice

At McKinley Plowman, we provide you with unbiased professional advice to help you achieve your financial and lifestyle goals. We provide personalized advice that considers your life plans, tolerance to investment risk and your experience with investments.

We assist our clients to build wealth in the following areas:

  • Tax efficient wealth strategies and structuring
  • Managed funds
  • Share portfolios
  • Superannuation
  • Savings plans

For an Investment Review and unbiased professional advice – contact us here.

Thinking about becoming a client?

Book your free, no obligation consultation right now via our online booking system or get in touch to find out more

Already a client and want to get in touch?

Send us an email via our enquiry form or give us a call today