Investing

The world of investments can be a strange one at times when anything can be an investment as long as it generates a return (either growth, income, or both), the question we ask is should it be part of your portfolio?

We have seen a lot of different types of investments from barrels of whiskey in Tasmania, funeral plots in Cains, and boat moorings in the Brisbane River we certainly dont discount an investment outright based on it being strange, non standard, or just out right wierd. We do however focus on the appropriateness of the investment for both you and your portfolio.

A good question to always ask is, Will this investment enhance my portfolio or will it hinder?

For example an 80 year old super pension client looking for regular income, probably should not have a barrel of whiskey as a part of his portfolio, no matter how much he may like the drink.

At A2Z Finance Solutions (A2Z) we use a combination, very diversified approach to our portfolios and the design of the underlying investment assets, contact us for a chat about your investment portfolio.

Investment
Retirement

Retirement

For many of us, retirement is when dreams become reality. Released from the commitment
of full-time employment, we are able to choose from a range of lifestyle options.

Despite having all of this to look forward to, preparing for retirement can be one of the most stressful and uncertain times of your life.

A 2 Z Finance Solutions Pty Ltd

ABN 56 613 830 167 | Credit Licence No. 491323

Jonathan Fulton

MFAA Credit Advisor No. 8999
Authorised Representative # 330 229 of
Jason Dawson Financial Planning Pty Ltd
Corporate Authorised Representative (Auth Rep No. 328354) of
AD Advisory Services Pty Ltd AFSL No. 237058

General Advice Warning
The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of Jonathan Fulton your A 2 Z Finance Solutions Pty Ltd (A2Z) Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Jonathan Fulton / A 2 Z Finance Solutions Pty Ltd (A2Z) nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.