Smart and Long term 

 Investment 

“Beware the investment activity that produces applause; the great moves are usually greeted by yawns.”

- Warren Buffet - 

Investing can seem daunting at first - particularly when everyone claims to be an expert on where you should put your money, and what they offer is the best option for you - even though everyone's situations are quite different. 

Our investment discussion does not start with the solution in mind, but with the intent of diagnosing and solving your problem, to which investment over time will solve. 

If any of the following sound familiar we can help:

- Feel your money could be working better for you - 
- Want to build wealth and think of your future - 
- Are unsure whether home ownership is possible -

-Are trying to pay off your mortgage faster -
- Wish you had some passive income to free up life - 
- Are saving for a specific goal -

RYAN, Brunswick

Nathan is great! He sorted my life and income insurance, along with my share portfolio. Made it very easy to understand and follow. Could not recommend him any higher.

Our Holistic Approach

 

If you come to see us about investing some money we won't just throw you into a hot stock tip, or some managed fund we like because they make good pens. If you come to see us about investing your money, whether in property, shares or something else entirely, we will go through the following with you:

  1. Deep dive into your goals and situation, purpose and personal ethics.

  2. A candid discussion around realistic outcomes, and the real risks of investment

  3. Education and Empowerment about how investments work - to enhance your understanding

  4. Stress testing your resolve to ensure you are comfortable with investment

 

We can provide investment advice on 

  • Shares and Bonds

  • Managed Funds and ETF's

  • Property Strategy

  • Superannuation and SMSF

  • Borrowing to Invest

  • Generating Passive income

  • Insurance Bonds

  • Advanced Debt repayment strategies

The Process

The First Step

The first step can be daunting - but just give us a call!

We offer a free 30 minute phone consultation to see if we are the right fit, and if we can help you. 

Options

Before you commit to a financial plan we will take the time to fully understand your situation, your dreams and your challenges - and will give you an idea of your options and any costs involved, so you can make an informed decision. 

Advice

The advice stage provides you with a step by step plan to create a fulfilling retirement, maximising your financial aspects. 

Service

Our process does not stop at just providing advice. We will work with you to implement your plan and get you on the road to your dream retirement.