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8 Otranto Ave, Caloundra QLD 4551

 

             
 

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Wardle Partners

Investment Strategies


 
Figuring out which investments can best help you deliver your comfortable retirement requires an understanding of: 
  • What your investment options are;
  • How different types of investments tend to perform over long periods of time; and
  • Your financial goals, so you can pick an investment mix suited to your specific retirement investment objectives and risk tolerance.
Your primary investment choices can be broken into four general asset categories: shares, property, fixed interest/bonds and cash.

Though each may play a role in your long-term strategy, investing directly in shares, property, fixed interest and cash is not always easy for the individual investor.

Creating the ideal investment mix involves identifying your personal objectives and risk tolerance and diversifying your investments accordingly. That is, choosing what's appropriate for you and acquiring the appropriate investments.

Monitoring and modifying your investment mix over a long period of time can also be a daunting and time-consuming task.

Your Compass Financial Solutions adviser will determine your profile through a confidential client data collection form and advise you of your best options to achieve your goals.












Compass Financial Solutions ABN 51 109 740 409 is a Corporate Authorised Representative 278272 (CAR) of Professional Investment Services Pty Ltd,
ABN 11 074 608 558 | AFS Licence Number 234951 and provides financial planning services through its Sub Authorised Representatives.

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