Investments

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While money doesn’t grow on trees, it can grow when you save and invest wisely. Knowing how to secure your financial well-being is one of the most important things you’ll ever need in life.

Successful investing is all about putting your money to work to help you achieve your personal goals. We all have different experiences and goals, so your decisions about investing may be different to those of your parents, children, workmates or friends. The key to deciding what’s right for you is knowing your own circumstances and goals.

With professional and tailored investment advice we can:

  • Review and help you set specific goals and a target timeframe to achieve them.
  • Look at how much you’ll need and factor in inflation for long-term goals.
  • Review and analyse your spending patterns.
  • Review your financial commitments and debts.
  • Identify your opportunities to save money.
  • Recommend savings or investment products to achieve your goals.
  • Review, recommend and organise appropriate insurance to protect your existing assets and your financial situation.

As part of your overall financial plan we’ll give careful consideration to the investment strategy that is right for you. We’ll also advise you on the most appropriate investment vehicles, taking into consideration your attitude to risk, as well as the most tax effective investment strategies.

To arrange a review of your investments simply call 9583 3400 or visit our contact us page, complete the enquiry form and we will call you.

Find out more about Bayside Financial Group’s 5 wealth building strategies