Investment

A financial plan is important to help you meet your financial goals.

Investing can help build enough wealth to provide financial security and a comfortable lifestyle but it can be complex and there are many options to choose from, so it is important that you have the right financial advice.

Your Financial Plan

It’s often said that you can’t meet your goals without a plan and your finances are no different. Formulating a financial plan with your financial adviser can provide you with direction and a disciplined approach.

What do you want to achieve and by when?

Many people find it easier to identify goals of up to five years’ time such as buying a bigger home, acquiring an investment property or saving for your children’s education. Long-term goals of more than five years may be less precise but should be reviewed regularly to respond to changing markets, government legislation and your own personal situation.

What financial plan suits you?

When we meet to find out more about your goals and life stage, we’ll establish your risk profile. We’ll look at your present financial position, including your total assets and debts. We’ll also consider your career plans – in particular, how long you wish to work full-time – so we can estimate your future income and savings potential.

We will suggest different strategies and investments that meet your needs.

Speak to us to find out more

A financial adviser from Joe Vitale Financial Services Pty Ltd can help you understand your investment options.

To find out how we can help, please call (03) 9820 3600 or email us.