Investment Basics

Choosing how to invest your money doesn’t have to be a difficult decision if you are aware of your investment objectives, risk profile and the amount of time you have to invest.

Your consideration of these factors and your level of comfort with risk will determine the investment option most appropriate to your needs.

We all have financial goals – whether it’s security in retirement, planning an extended working holiday, saving for your children’s education, or creating an investment portfolio. Having goals is one thing – achieving them is quite another.

Health Super Financial Planning is here to help you take control of your financial future. And you don’t have to be an investor or have a lot of money to use a financial planner.

Some key facts:

• It is important to consider investing in a range of investment options
• Investing involves both risk and return
• When you invest, the value of your investment could increase or decrease
• Your risk profile considers how much risk you are prepared to take in order to achieve your desired level of investment return.
• Your age, financial situation and years to retirement can all be factors that determine your risk profile, and therefore your investment strategy.

Here at HSFP we can help you make decisions about your investment strategy.

We’re professionals with investments, but we never forget it’s your money.