Want to get serious
about investing?

If you want to take your investment strategy to the next level, or explore the myriad of other investment opportunities out there, or if you’ve never invested before, then it pays to enlist the help of a financial planner.

How can we help?

All of Fiducian’s financial planners are experienced in helping their clients through the ups and downs of past investment cycles and helped them keep sight of the end goal and keep their long-term strategies on track.

Whether you have already built an investment portfolio and now want to accelerate your strategy, or are new to the world of investing, a Fiducian financial planner can help with:

New to investing and not sure where to start?

  • Investment goal setting (medium and long term) and your risk profile
  • Which types of investments you could consider
  • The pros and cons of investing inside vs outside superannuation
  • Harnessing the power of compound interest: accelerate your wealth by investing regularly and reinvesting your returns
  • How to diversify your investments and spread your risk
  • Dollar cost averaging – how does it work?
  • The ever-changing investment landscape: tax rules, legislation, new products on the market
  • Investor education, investment market performance and the future economic outlook.

Experienced investor

  • Borrowing to invest: gearing and margin loans
  • Should you change your risk profile?
  • Accelerated wealth accumulation
  • Buying an investment property in Australia or overseas
  • Managed share funds vs direct share investing vs listed investment companies
  • International and specialist investment fund opportunities
  • High risk investments such as hedge funds, private equity, futures and options
  • Crowd-sourced funding, peer-to-peer lending
  • Agribusiness and tax minimisation investments