Investments

Investing in financial markets is another great way to build your wealth and achieve both short and long term goals.

There are two ways to invest and three broad things in which to invest. We can assist you with all of them.

THE TWO WAYS TO INVEST

The two ways to invest are directly or indirectly.

Direct investment is where you buy and hold investment assets in your own name (or in the name of some entity that you control, such as a family trust). This is often the best way to make property investments, and many people like to buy shares directly as well. If direct investment is what you are after, we can assist you to identify the right investments to make and the right ways to manage those investments.

Indirect investment is where you employ an investment manager to buy and hold investment assets on your behalf. We can assist you to identify the managed investment option or options that best suits your circumstance and your goals.

THE THREE BROAD THINGS IN WHICH YOU CAN INVEST

The three broad things in which you can invest are shares, property and cash fixed/interest. The specific choice of investment types, and the way in which you mix these choices within your portfolio, is different for each person. We take the time to assist you to identify which type or types of asset class makes most sense, and then assist you to make either a direct or indirect investment accordingly.

There can be a lot to consider, but by getting advice from acumen advisers, it doesn’t have to be as complicated as you think.

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