Haven’t reviewed your investment mix recently – you could have missed out.
When was the last time you reviewed your investments?
We’ve been conducting complimentary investment and superannuation reviews for clients, and it’s become clear that many have a “set & forget” approach to investments which is costing them.
This infographic highlights some of our recent findings – including the surprise we uncovered within one client’s superannuation fund.
If it’s been a while since you reviewed your investment mix, take advantage of our complimentary Super and Investment Review where you’ll learn how to align your finances with the lifestyle you really want and determine new ways to make your money work for you.
During the session, we’ll discuss:
- Is your investment mix right for your age and stage?
- Are your investments sufficiently diversified?
- Are you balancing the risk and return required to achieve your goals?
- Is your superannuation fund performing as best it should?
- Will your superannuation end up in the right hands?
To book your complimentary super and investment review click here, or call us on 07 3233 6470.
Liberum Financial Pty Ltd and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306 trading as Fortnum Financial Advisers. The information contained within this website does not consider your personal circumstances and is of a general nature only. You should not act on it without first obtaining professional financial advice specific to your circumstances. This website holds information for Australian residents only.