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Services

Investment Advice – Building Powerful Portfolios

investment adviceWith a wide range of options to invest in, from property, to shares, to commodities and other assets, building an investment portfolio can seem like a daunting task. Understanding your goals, both in the long-term and short-term, is the essential first step in determining which investment strategies will work best for you.

We’ll also determine your risk profile. Are you comfortable with higher risk for higher returns, or do you prefer a more conservative approach that may require a longer timeframe to achieve similar returns? All these things will help us determine the most appropriate investment portfolio to build for you.

Investment Management Services

To ensure your portfolio meets your objectives, we take a proactive approach to managing investments. We don’t believe in “set and forget”. Our experienced team, together with exterior resources, actively monitor markets and external factors which may impact the performance of your portfolio, advising you if adjustments are needed to keep your financial goals on track. It’s this professional, ongoing advice that can make all the difference to the performance of your portfolio.

David Grenci and Affinity Wealth Advisers Pty Ltd are Authorised Representatives (461661/461662) of MyPlanner Professional Services Pty Ltd ABN 51 159 696 830 (AFSL No. 425542).

Arrange a consultation with our investment advisers to build an investment portfolio that meets your financial goals.