INVESTMENTS

All investments have an element of risk. The right advice is the key to success.

Getting to know your investment options

Investment decisions should take into account the appetite for risk and personal cashflow needs along with a range of other factors. Whether it be shares, managed funds or bonds we work with you to devise a suitable investment plan.

Common investments often include:

  • Term Deposits - can be a safe and reliable way to grow wealth over a pre-determined period of time, as they are designed to guarantee a set interest earning on your initial deposit. With a term deposit, the interest rate you receive is locked in at the time the deposit is made. Your money is not available until the term deposit period ends.
  • Shares - can be a sound long-term investment but can be risky in the short-term. Diversification across a number of industries is important to reduce your risk along with the tax considerations for company dividends issued.
  • Managed Funds - in a managed fund your money is pooled together with other investors and an investment manager will buy and sell assets (like shares) on your behalf with the intention to grow the value of the fund for all investors.

Providing quality personal advice

Our financial planning service provides expert advice on investments and implement the necessary strategies saving you time and effort to do this yourself.

Investments should always be considered as part of an overall financial plan considering your personal circumstances.

Financial advice based on reliable data

If you are considering making any investment decision it is important to get quality, personal advice. Talk to us about your investment plans and we can provide you with advice tailored to your personal circumstances.

Saige Financial Planning Pty Ltd and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357 306. Please read our Financial Services Guide and consider our privacy policy.

Any information on this website is general advice only and does not take into account any person’s objectives, financial situation or needs. Please consider your own circumstances and consider whether the advice is right for you before making a decision.

Always obtain a Product Disclosure Document (if applicable) to understand the full implications and risks relating to the product and consider the Statement before making any decision about whether to acquire the financial product.

Liability limited by a scheme approved under Professional Standards Legislation.