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Investment Advice

The global investment market is moving into a period of high volatility and demand for expert investment advice remains very strong. Wondering how to invest in shares or real estate? Do you know where to turn for investment advice?

iMoney Wealth Management is one of the leading financial planners in Australia and promotes prudent long term investments that take a holistic approach.

It is a given that we need to be prudent when investing our money but it is easier said than done when you start managing your investment protfolio. There are numerous investment choices out there and it isn’t always easy to know where to invest and in what. Investing in today’s market isn’t limited to shares, property, and fixed interest funds. You will find hundreds of asset categories and alternative investments, ETFs and sector funds investing in emerging markets, trends and and investment themes that will pique your interest.
 
Not to mention that everyone has different financial goals that change over time that can affect your investment strategy.
 
An iMoney Wealth Management financial planners will discuss your investment goals with you to determine your present financial state and provide you with investment recommendations to allow you to achieve your unique goals. Over time you financial planner will alter investment recommendations based on your new goals in life and the changes in the changing economy and market. iMoney Wealth Management expert financial advisors will provide you with ongoing financial advice.
 
It is necessary to get your money working for you using tax-effective investment strategies. iMoney Wealth Management’s investment advice will help you to achieve your own financial goals. We will provide advice for you and only you rather than for the general public.
 
You can find investment advice from a wide variety of sources such as from a financial adviser, a financial institution or a bank. The most important thing is to look at the objectives behind your investment which may include:
  • How long do you plan to invest for?
  • Will you rely on the income from your investment?
 
Our investment advice experts will provide you with strategic investment advice that allows your investments to grow to their potential as well as realizing tax benefits that protect your wealth. Our diversified holistic approach delivers long term investment returns that are reliable.
 
We can help you with:
  • Investment strategies as well as ongoing monitoring of your portfolio.
  • Tax-favorable investment vehicles and structures such as trust and gearing.
  • Find investments that best meet your needs
  • Advise on maximizing your super and retirement income
 
We can provide you with strategic advice on all asset classes, Are you a wholesale investor?  If you are, ask us what this means to you.
 
If you are New Zealand investor please contact Mikhail Pankov, AFA, MBA, DipFP of Global Capital Advisors Ltd who is licensed to provide advice in NZ.

 

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