Services
Investment Advice – Building Powerful Portfolios
With a wide range of options to invest in, from property, to shares, to commodities and other assets, building an investment portfolio can seem like a daunting task. Understanding your goals, both in the long-term and short-term, is the essential first step in determining which investment strategies will work best for you.
We’ll also determine your risk profile. Are you comfortable with higher risk for higher returns, or do you prefer a more conservative approach that may require a longer timeframe to achieve similar returns? All these things will help us determine the most appropriate investment portfolio to build for you.
Investment Management Services
To ensure your portfolio meets your objectives, we take a proactive approach to managing investments. We don’t believe in “set and forget”. Our experienced team, together with exterior resources, review markets and external factors which may impact the performance of your portfolio, advising you if adjustments are needed to keep your financial goals on track. It’s this professional ongoing advice that can help make a real difference to the performance of your portfolio.
David Grenci and Affinity Wealth Advisers Pty Ltd, ABN 25 600 358 923 are Authorised Representatives of Affinity Group Advisers Pty Ltd ABN 16 657 794 860 (AFSL No. 539748) This information and advice is general and does not take into account your objectives, financial situation or needs. You should consider whether the advice is suitable for you and your personal circumstances.
