Goals – Plan – Portfolio:

Goals drive the plan, the plan determines the portfolio

All investment management and portfolio construction is predicated on selecting investments in service to a plan aimed at achieving your goals.

Investing in shares, property, bitcoin, gold, or any other investment you could imagine, without a clear plan is like a ship without a map and compass:

The odds of getting where you want to go are rather low.

Goal-based, planning driven investment selection is about constructing an investment portfolio to provide an enduring income suitable for your long-term goals. How we construct client portfolios is purely based on your own unique goals, timeframe and needs. 

No two people are identical, neither are any two investment plans.

An income stream you cannot outlive – this is the essence of what most people seem to want from retirement planning.

Shares, property, term deposits, bitcoin, self-managed super funds, the list of things to invest in is almost infinite – how do you pick the right investments for you money, to help provide a retirement income you can’t outlive? That’s the key (and overwhelming) question – 630,000 investable companies are available – how do you even hope to whittle that down to a manageable few? 

Are your investments optimised for your goals and supporting your plan? Book in a call to chat with me about it now: