How Investment Portfolios are Managed?

An important part of managing your wealth is keeping your money safe.

Your portfolio is designed to preserve your wealth over time.

To pay income when you need to it.

Avoid selling growth assets in down markets.

Here are a number of videos to educate you on how those investment decisions are made.

 

How Investment Decisions are Made!

 

 

What are Tipping Points?

https://www.youtube.com/watch?v=QJgvaB0r9bc&t=5s

Schedule a Retirement Success Session

In your session we'll help you identify the retirement lifestyle you want, show you how to achieve and maintain it.

Identifying risks and opportunities so you create a road map to confidently keep you on course to live the life you want.

Schedule here

Advice Disclaimer: Any reference in this publication to the provision of advice refers to advice of a generic nature, and should not be taken as product or investment recommendations. Before any action is taken based on the information provided, independent financial advice from a licensed financial adviser should be sought. Financial Freedom Project Pty Ltd ATF GA & DC Doherty Family Trust Trading as Jigsaw Private Wealth is a Corporate Authorised Representative of Exelsuper Advice Pty Ltd. The information contained in this publication is of a factual nature only and is not intended to constitute financial product advice. Information is current as at date of publication. This is an online information blog. It does not imply an offering of securities.

Uncategorized