As we get older our investment needs change.
Are you looking for growth in your superannuation portfolio or are you looking to protect the assets you already have?
Are you maximising your investments to participate in market growth and do you understand what assets your superannuation owns?
With the number of investment options available, SMI will assist in selecting the right investment strategies for you.
Contact SMI and secure your financial investments now.
Get in touch with us today:
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How much money do I need to return on?
This is a complex question, as no one size fits all. A good indication is to start with your budget, how much income do you need? We can then work out what investments you need to generate your desired income. We consider a variety of questions based on what stage of life you are in:
- Do you have enough investments currently to meet your ideal income? And if not, what can be done?
- Should you take on more risk in your portfolio?
- Should you delay retirement?
- Is the plan to live in your existing home or downsize?
- Have you maximised your age pension entitlement?
How do I choose what to invest in?
What you invest in depends on your financial goals and needs. You must consider how long you can invest before requiring a return, what figure you need as a minimum return and a number of other factors.
There are safer investments that require long-term commitments and take longer to provide a return, and higher-risk investments that don’t guarantee a return but may provide a larger return more quickly.
What is the safest investment with the best return?
The safest investments with the best returns depend on the economic climate and financial circumstances. All investments come with a certain level of risk, however there are investments that are deemed “safe” such as Government bonds, shares in big companies, property investments and savings accounts with high interest rates. We can help you assess your investment options and financial goals to find the best option for you.
SMI Financial Solutions Pty Ltd ABN 92 154 155 307 is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd, ABN 47 097 797 049, AFSL 236523. Christopher Smith (478941) and SMI Financial Solutions Pty Ltd (418006) are authorised for Credit Services with outsource financial ACL384324. Infocus is not liable for any credit services provided by either entity. Information published on this website has been prepared for general information purposes only and not as specific advice to any particular person. Any advice is General Advice and does not take into account any person’s particular investment objectives, financial situation and particular needs. Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.
© 2021 by SMI Financial Solutions Pty Ltd.
Disclaimer: Your full financial situation will need to be reviewed prior to acceptance of any offer or product.