When investing there are a number of factors which need to be considered; strategy, risk, diversification, investment vehicles (direct equities / managed funds / property), goals and short and long term needs.
We analyse your needs and financial position and then recommend the most appropriate strategy, investment structure and vehicle to achieve your goals.
We understand that the decision to invest is both a personal and emotional one. When investing, you need to feel safe and secure in the fact that the person you entrust understands your needs and comfort levels and that they are able to choose an investment which best reflects this.
Whatever your circumstances, it is important to review and amend your financial strategy to suit your changing needs and financial position regularly.
When choosing an investment the following issues need to be considered:
- Your Investment Goals
- Your time frame
- Your risk tolerance
- Your current financial position
- Your preference for Diversification and Investment
CCA Financial Planers can help you with appropriate, tax-effective investment strategies. We can provide you with the right advice, plus we have access to a range of investment products, services and expertise to make the most of your time and money.