Investment Planning

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Whether you are an experienced investor or a beginner, there are plenty of steps you can take to grow your money.

Your choice of investments should be guided by a strategic financial plan. A smart investor doesn't rely on good luck, instead they take the time to consider their investment goals. They then develop a plan and choose investments that align with their needs and objectives.

Types of Investments

By understanding your personal investment goals and objectives, timeframes and the level of risk you are prepared to take, we can help tailor am appropriate investment strategy for you.

RiskVolatilityProducts
Short-Term Investments (1-3 Years) No risk of losing money Very Low risk that the value of savings will drop
  • Savings Accounts
  • Term Deposits
Medium-Term Investments (4-6 Years) Low to Medium risk, possibility of losing money Medium, capital value could go up or down
  • Savings Accounts
  • Term Deposits
Long-Term Investments (7 or More Years) High, with negative returns expected 4-5 years out of 20 High, capital value could go up or down
  • Savings Accounts
  • Term Deposits

We all want to build future wealth for financial security and a more comfortable lifestyle. Investing can be complex, with an overwhelming amount of investment options to choose from. It is therefore important to seek out professional advice before committing to an investment plan.

This is where Wayne Cadman & Associates can help you use the right strategies to achieve your financial goals, while taking your personal circumstances and risk profile into account.

Contact us today to make an appointment with an Adviser to discuss your superannuation.