Investments

Financial independence is something that many of us strive for. One of the best things we can do for ourselves and our family is to build long-term financial security. Investing can play a key role in helping to build wealth for you and your family.

A good investment plan can help you:

> Save for your children’s education or a deposit for a home
> Help you pay bills if the unexpected happens – such as redundancy or illness
> Provide additional income from investment returns
> Save for your retirement
> And more…

Before you choose an investment option you should consider your financial goals. The mix of investments you select should reflect your financial goals and how you feel about risk, as well as suiting your income, age, health, family commitments and overall lifestyle.

There is a range of asset classes that you can invest in, from cash and bonds to investing in shares and property. You can also invest here in Australia or choose to invest internationally. Each asset class has a different level of expected returns and a different level of risk – so it’s important to get advice and make an informed decision.

There is also a huge range of investment options available– you can choose to invest directly (for example buying a share in a particular company) or diversify your investment (for example through a managed fund or managed account which invests in a range of asset classes).

How you invest can also have tax implications which could impact your overall level of returns.

Working out what investment option is right for you can be challenging. At Bridgeport we take the time to inform and educate our clients so you can be confident that you’re making the right choice.

We’ll help you build a tailored investment portfolio that suits your particular financial goals and your individual investment risk profile.

For advice on how you can build your investment portfolio, contact us today.

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