Investing

Investing for your future

Whether you are saving for your first home, a child's education or investing to provide an income stream, we can put together a plan to meet your needs. Our investment advice covers a range of asset classes including managed funds, property, direct shares, cash and term deposits. We will find the right blend to suit you.

The key to successful investing is to first decide on your goals. Then we can work with you to develop your investment strategy, based on your tolerance for risk (that's how you feel about the possibility of your investment going up or down in value) and your investment time horizon (when you will need some or all of your money for something else).

What should I consider when investing?

In developing your investment strategy we need to take a range of personal and financial factors into account. However, three of the most important considerations are:

  1. How much money do you think you'll need to achieve your goals? This is the key to determining the level of returns you're likely to need from your investment.
  2. What is your investment timeframe? Your investment timeframe determines the length of time your money will be invested. It is important because time has an impact on your tolerance for risk and the level of returns that you can expect.
  3. What is your risk tolerance? You need to consider how you feel about your investments fluctuating in value and incurring capital losses as well as capital gains.

To find out more about how we can help you invest for your future click here to make an appointment.

MARKET SUMMARY

  • Value
  • Change
  • Open
  • Range
  • 6005.30
  • +28.90
  • 5976.40
  • 5976.40 - 6019.30
Wed, 01 Nov 2017 23:42:12
  • U.S. dollars
  • Japanese yen
  • Euros
  • British pounds
  • 0.9484
  • 93.1722173
  • 0.690384476
  • 0.593613298
Mon, 04 Nov 2013 12:58:28
  • Value
  • Change
  • Open
  • Range
  • 5938.10
  • +29.10
  • 5909.00
  • 5909.00 - 5952.40
Wed, 01 Nov 2017 23:42:12

Need Financial Advice?
Call us on 08 9321 4489
or fill out our enquiry form

Unac West End Group Pty Ltd
The Atrium, Suite 16, 123A Colin Street West Perth 6005

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