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Investment Planning

Buying an investment property
Your individual and family circumstances and investment goals are unique. To invest successfully, you need to be able to access a diverse range of investment options through a number of different product structures, each designed to address specific tax opportunities and financial planning needs.

We know investing can be confusing. Although the pace of change is rapid with new products and opportunities constantly being developed, the fundamentals remain the same. We can help you get a handle on the fundamentals of investing. You can then build on your knowledge over time. Of course, a little bit of knowledge can be a dangerous thing, so we recommend you speak to us when making investment decisions.

Common questions to consider
Some questions you may wish to consider include:

Is it better to put all my spare money into paying off my mortgage or should I consider other investments?
Am I better off investing my extra money in property or shares?
Are there tax advantages to owning an investment property?
Do I have to pay tax on an investment property?
Are there other ways I can invest in property, apart from directly buying a property myself?
Am I better off investing directly in property or managed funds?
Is it a good idea to borrow against your home equity to invest?

There are two ways to build wealth: saving and investing. Our financial advisers have many strategies that can help you reach your goals sooner.

How we can help
We can

Identify options to fund an investment property.
Look at realistic amounts you can borrow based on your current financial commitments and plans.
Set a budget to cover your mortgage commitments.
Advise on strategies to minimise tax.
Review, recommend and organise appropriate insurance.
Recommend if you need to create or review your Will.

What to do next
If you want us to help you with planning your retirement contact us today.

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