Investment Strategies

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Investment Strategy

How can I develop an investment strategy plan that works?

Are you looking to invest in a home? Travel the world? Enjoy your retirement? A comfortable lifestyle? Or finance your dream wedding?

Chances are that you have these or more things in your goals, and you are now realizing how hard it is to save for. Investing requires good advice and wise balancing to meet your current lifestyle needs.

At Leenane Templeton we deliver superior strategic investment advice for you and your family. We will discuss your situation, review your objectives and work with you to put in place the right investment strategies for your needs.

It’s hard enough trying to balance all the day-to-day financial pressures but with a proper investment strategy, it is possible to live comfortably and still save for the future.

What can you expect from us?

We will first discuss with you your current financial state and the goals you have in life.
We analyze your investment style and your current risk tolerance.
We will then help formulate an investment strategy that is in sync with your investment objectives.
We may recommend to you products, or investment opportunities that fit your needs.
We will then review the activities in the market while maintaining your mix of investments.
We will communicate with you regularly to brainstorm on some upcoming investments strategies that you may be interested in.

How can we help you achieve your investment objectives?

Assisting you stay on track to achieve your objectives as markets fluctuate
Providing a market outlook and specialist expertise
Reviewing and making changes on your investment portfolio as you progress in life
Assisting you to select a strategy for diversification so that you spread you investment risks

The most important thing – getting started

Each person has their unique needs and elements of how much time you have to invest. Depending upon age and lifestyle there are also risk tolerances to consider when helping to shape your investment strategy. But the most important thing to avoid is procrastination. Remember, although it’s never too late to start, there are great benefits of starting early, benefits such as compounding (getting a return on past returns).

How are we different?

Our investment advice and strategies are tailored for each individual client. We are award winning, best practice, highly qualified and experienced financial advisors who will help to design the best investment solution for your needs. Our service offering will give you confidence to achieve your desired goals.

All investments come with a risk, but it is our main aim to ensure that we help you overcome those difficulties and reduce investment risk. We seek to improve your financial security. We are all about helping you achieve all your financial goals.

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Financial Planning Licence

Leenane Templeton Wealth Management Pty Ltd is a Corporate Authorised Representative of Lonsdale Financial Group Limited. Australian Financial Services Licence Number 246934, ABN 76 006 637 225.

Call our financial advisors at Leenane Templeton on 02 4926 2300.