Save and Grow
Investment Loans, Financial Advice, Financial Planner
Our goals-based investment strategy takes into account where you are now and where you see yourself in the future. Through strategic investment and cash flow management strategies that incorporate your fixed expenses and lifestyle needs, we work with you to create a growth plan that puts your goals at the centre. Whatever your plans in your future, we work with you to achieve it.
An effective saving plan and a well-diversified portfolio are essential to successful growth. To ensure you make the best long term use out of your income, we make use of specialised accounts and bucketing. In a bucketing system, we divide your goals into three categories: essential needs, lifestyle wants, and legacy aspirations. Each of these buckets are important and require a nuanced approach to saving, which we will work with you to achieve.
From your savings, we will contribute to investments that balance risk and reward according to your current situation, long term goals, and level of risk aversion. Since the world of investment is complicated, confusing, and often risky, having an experienced approach to diversified investments with the skilled team at Marigold Advisory is essential to long term growth success.
For more information visit our website: http://www.marigoldadvisory.com.au/
Or call us on: 0404 000 414
, Financial Adviser
, Financial Planner
, Financial Strategies
, Investment Loans
, Investment Strategy
, Personalised Financial Services