Important questions to ask yourself when considering Wealth Creation

 

  • What are the fees associated with my investment?

 

  • What is my Reduction in Yield (Total Expenses)?

 

  • Do I know my Risk profile or Risk appetite?

 

  • What is my investment goal?

 

  • What is my investment term?
  • Is my investment being actively or passively managed?
  • Am I invested in the right product?

 

  • Am I getting proper investment reporting?
  •  Is my investment portfolio tax efficient?

If you are unsure about any of the above questions, we suggest you click on the contact us tab.
One of our skilled, accredited and professional financial planners will then contact you to arrange a
meeting where sound advice can be given, and all of the above questions can be answered.