- What assets do you have? Are they bound by a time frame where you cannot access them?
- How long do you expect to have your assets for, and under what circumstances could this change? For example, what superannuation or other long term investments do you have?
- What investments do you expect to be able to access in the short, medium and long term?
- What are your intentions for your assets over the short, medium and long term? For example, do you have any goals you want to guide your investment strategy?
- Do you expect to make changes to these assets to improve cash flow when you retire?
- Do you own property or other assets?
- How might current loss of income or financial distress impact your longer term goals?
- For example, how would a decrease in your income impact your retirement savings?
- For example, how would losing your income affect the affordability of your mortgage?
You work hard for your money, and investing can employ your money to work hard for you.
If you want your investment strategy tailored to suit your needs, contact us to speak to one of our advisors. Our first meeting is without charge or obligation on your part.