Book Stack InvestInvesting can seem like a daunting process but it can make a significant difference in securing your financial future.   Given the importance of investing, why do so many people get it wrong and why do some avoid it altogether? Reasons can include;

  • Lack of time to carry out adequate research
  • Fear of receiving poor advice
  • Not knowing where to start
  • Not understanding the risks that apply and their consequences
  • Being impatient, paying too much for, or buying the wrong investment
  • Not understanding the result you need from the investment so it meets your objectives
  • Losing profits to the tax office because the investment was purchased under the wrong ownership structure
  • Not having a clear exit strategy
  • Not understanding the long term implications of not investing

With literally thousands of investment options available such as direct shares, managed funds and other cash investment options, OzPlan will take the time to understand your needs before making appropriate recommendations.  In addition to the investment itself, we will determine which ownership structure will be most suitable (e.g. solely, jointly, company, trust, self-managed super fund etc), advise the tax implications of the investment and develop strategies to manage these while you hold the investment (and when you sell), consider how the investment will impact other aspects of your situation (such as your estate planning position) and work with you on an ongoing basis to ensure the investment continues to meet your needs.