Investment Advice

 

Most of us will at some stage consider investing.

Whether it be a portfolio of shares, managed funds or even an investment property, obtaining professional advice upfront is fundamental to making sound financial decisions.

Everyone has goals and depending on whether these are short term or long term, they need to be taken into consideration when deciding how to invest. There are a number of other things to consider also:

  • Your tolerance to risk
  • Investment time horizon
  • Diversification
  • Liquidity
  • Volatility

The type of investments you hold can also have quite an impact on your tax position. Strategies such as borrowing to invest, imputation credits and timing of the sale of investments can all be factors in maximising your financial position.

At Vue Financial we can give you the peace of mind that comes from knowing you have invested wisely.

 

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