Managing Investments

 

Risk exposure |Talk to our trusted partners

Choosing the right investments

Our trusted partners cn adivse you on building an investment portfolio compirsing assets owned by an individual or by an institution.

An investor's portfolio can include real estate and so-called "hard" assets, such as gold bars. But most investment portfolios, particularly portfolios that are assembled to pay for a retirement, are made up mainly of securities, such as stocks, bonds, mutual funds, money market funds and exchange traded funds.

The best retirement portfolios diversify the mix of investments -- which can range from the caution of bonds to the risky small company stocks -- in an effort to dampen market losses and maximize potential gains.

 

HAVE US CALL YOU

Choosing the right investments for you

 
What is refinancing

Managing risk

What type of portfolio do you want?

It is important to consider your needs and future goals. You will most likely have short, medium and long financial goals and different investments are better suited to particular timeframes.

Managing risk?

As a general rule high returns equal greater risk. You must be aware of this and ensure you are comfortable with this underlying risk when selecting this type of investment.

HAVE US CALL YOU
Reasons to refinance

Security for the future

Diversification of risk is a sound strategy

An investment portfolio should mis investments spread across cash, shares and property. The investments can be held within Australia and overseas. Diversifying investments across spectrums helps to reduce the risk of being over-exposed to a downturn in any one type of investment.

Investment advice

You do not want to be lying in bed at night worrying about risk. Rather than leaving exposing yourself to risk professional investment advice can help you avoid costly mistakes.

 

HAVE US CALL YOU

Finance & Mortgage Broker Centres

Glynn Finance business centres are located across New South Wales and Victoria


Sydney

Edgecliff (Eastern Suburbs)

Melbourne