When it comes to building your wealth you are trying to reach a goal. You need to know what you are aiming for and have a plan to get there. So the starting point of a sound investment strategy is to assess where you are now and where you want to be. You can then develop a strategy to get there. Once this has been done you can then assess the merits of different types of investment and how they can best work for you.
Our approach is to focus on getting the strategy right first. This will include doing a gap analysis so that the gap between where you are now and where you want to be is understood and a plan to bridge that gap can then be developed.
In the light of the recent publicity surrounding the financial planning sector, it is fair to ask who you can trust to give you unbiased advice that is tailored to your needs. You want a trusted adviser whose only interest is to get the best solution for you. You want someone who is totally transparent and speaks your language. You want to know there are no hidden agendas and that your adviser fully understands your position and aspirations.
Vicki Adams is Director of our Financial Planning Team. She is a member of the Financial Planning Association of Australia. So you can trust Saward Dawson to understand your needs and develop a strategy that will see you achieve your goals.