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Self Managed Superannuation Fund Advice
There are a myriad of investments available for you to choice from. Some basic like a bank account or bank term deposit through to more complex investments like instalment warrants & options.
At Weber Financial Planning we don’t see our role, telling you what you can & can’t invest in. What we would like, is the opportunity to advise you on the pros & cons of each investment.
Every investment has a risk.
Our objective is to ensure you know what the risks are and is the return for the risk proportionate. Also, is the risk appropriate for your current financial situation, i.e. taking on new debt or high risk investments in retirement.
As you can see we don’t just see investment advice as ‘what share should I buy’, it involves looking at the whole of your investment portfolio, asset allocation, life stage & personal risk profile. From there together we can develop an investment strategy that is tailored for your needs and requirements.