Areas of advice can include:
Develop your investment risk profile.
Consider listed and unlisted investment opportunities such as cash, term deposits, shares, managed funds, insurance bonds, ETFs (Exchange Traded Funds), LICs (Listed Investment Companies), and SMAs (Separately Managed Accounts).
Implement a portfolio with diversified asset class and geographic exposure.
Determine whether a passive or active investment approach is right for you.
Choose investment options that won’t erode your investment balance through higher fees and transaction costs.
Establish a portfolio structure that allows for transactions to be made in a timely manner, ongoing communication, ease of management and online access to your investment accounts.