Investment Advice and Strategic Planning

'The end cost of free advice can be crippling."

Investing can be complex and confusing at the best of times.

The entire team at Universal Financial Planning agree that simple investment strategies are the safest and most reliable way to generate long term capital accumulation. This is true for your retirement or any other goal you have in mind.

We like to incorporate simple investment strategies such as savings plans, dollar cost averaging, the use of trusts and/or self managed superannuation funds where appropriate to maximise your taxation benefits and returns. Within these structures and strategies we use managed unit trusts to diversify your portfolios and take advantage of diversification strategies. They also provide a cost effective means of investing in international markets.

We also conduct a thorough risk profile session before we recommend any investment product for you. It is important for us as professional advisors to gauge your feeling towards investing. Do you prefer the ability to retain high returns with high volatility or do you prefer a slow and steady investment strategy.

Whatever investment you prefer and whatever level of investing you're at, from the beginner to the expert, Universal Financial Planning has the experience, knowledge and dedication to maximise your long-term wealth.

Find out more of how we can benefit you: