Growing It – Investment Plan
This is your investment plan. Here we look at your short, medium and long term goals and again, we look for strategies to improve your position. So how do we invest your money? In defensive assets or growth assets or a combination of both? And where do we invest? In your name or your partner’s name, your super fund or family trust? Do we put it all at once or do we dollar cost average? Should we use a savings plan and should we look at gearing as part of this strategy? Again, we determine what you’re comfortable with and we implement that.