Solid Investment Principles
The investment landscape has never appeared more complex and daunting. New financial products are regularly pushed at investors such as yourself. Usually by salesmen with no regard for your personal circumstance.
Another culprit is the media. You are regularly bombarded with notoriously short-sighted success stories and cautionary tales. And then there’s the case of unfortunate investors who are victims of financial fraud. All of the above combined can intimidate you or scare you off investing. But the truth is, you can make investing simple.
It’s undeniable that markets are unpredictable. But calculating risk and heeding the advice of financial experts, you can capture rewards.
If you don’t fall prey to media distraction, and if you don’t expose yourself to unproven methods, it is possible to invest successfully.
Simplifying Your Investments
When it comes to investing, a key priority is to ensure there is a link between an investment (it’s purpose for inclusion in your strategy) and what you are aiming to achieve. Often we find that a broadly diversified portfolio ticks a lot of boxes, and then comes the question; how do we help clients manage many assets, capture various sources of income, manage tax, record capital gains, reduce paperwork as well as always ensure there is accurate and timely reporting.
Attached is a document prepared by one of our preferred investment administrators Macquarie Wrap, illustrating and explaining how a wrap service works, the costs and advantages.
At Milestone Financial Planners, we don’t adopt unproven strategies and let our clients take unnecessary risks. We focus on what drives investment returns for the benefit of our clients.
When investing for clients we focus on these key principles:
- Markets work
- Risk and reward are related
- Diversification reduces Investment Risk
- Asset Allocation determines performance
- Maintaining discipline
Interested in knowing more?