Savings + Investments
Let’s identify your risk profile!
There are a few different ways you can make investments that give your savings a boost and overall grow your wealth. The first place to start is to identify your risk profile. Investing is considered risky, this is because there is uncertainty around how the investment will perform over the short and long term. The risk scale will determine whether you are more of a conservative investor or an aggressive investor.
Once we have addressed your risk profile, we take the time to individually tailor your investment strategy to match that risk. The most common types of investments are shares, managed funds, term deposits and property.
Want to find out what kind of investor you are and the best investment strategy for you?
Download our free guide to help identify your ideal investment strategy and to understand the types of investments you can have in your portfolio.