Non-Superannuation
Grow Your Non-Superannuation Wealth
There are limitations on what age you can access your superannuation accounts.
If you plan on being financially independent before retirement age, or you would like to begin a more lavish lifestyle, then you need to make sure you have access to another source of wealth to support you.
We are able to go through the many options available to find the right plan for you.
Portfolio Construction
Investment Portfolio
To enable us to develop the best plan for you, we need to determine your specific goals and risk profile.
Your risk profile is your ability to cope with certain levels of risk that occur in the investment market and include:
- Emotional tolerance of risk
- Financial capacity to take risk
- Your perception of risk
Once we determine how averse you are to risk, we can then diversify your portfolio to help you achieve your financial goals while feeling comfortable.