Investment Planning

Medium to long term investments invariably involve taking a degree of risk, since their value and any income they produce can go down as well as up, so you may not get back the amount you invested.

However, whether you have a lump sum to invest, or want to save regularly, we at Competent Professionals can help you identify your attitude to risk and determine which investment solution is best for you.

> Investing for Growth
At Competent Professionals we will help you decide what sort of investor you are - low risk, cautious, balanced or adventurous - and establish whether you want investment growth, income or perhaps a mix of both.

Competent Professionals has access to global investment experts through a number of diferent fund manager and hence all the research is done for you and, because we recognise everyone's different, we can provide solutions designed to meet your specific needs and help you achieve your overall financial goals.

Once you decide to invest, the process is simple and you'll enjoy the benefits of a professionally managed investment service that gives you:

  • Choice
  • Convenience
  • Flexibility and
  • Reassurance
Competent Professionals will draw on their wealth of knowledge to advise you on the right choice for you.

> Investing for Income
Many people aren't investing enough for their future. Due to the rise in life expectancy the need to ensure that you have enough income in retirement is greater than ever.

More than ever the onus is now on the individual to provide for their retirement.

With years of experience behind us, we at Competent Professionals can help you invest with the aim of generating an income.

As with all our recommendations, the level of risk, potential return and involvement you prefer will be tailored to your needs.

> Investing with protection
'Risk' doesn't have to be as daunting as it sounds - it's not simply about potential capital losses. Riskier investments, can offer the potential for a greater potential return, although this does not always follow. Conversely, the higher the risk, the greater the danger of suffering substantial losses.

The key to managing risk versus return is to have a well diversified portfolio - one that is exposed to a variety of assets, some risky and some less so.

We at Competent Professionals can help you decide how much risk you are prepared to take with your money; taking into account the amount of loss you're able to tolerate practically, emotionally and financially, and make recommendations that you feel comfortable with in terms of investing for the future.

:: More about our services

Competent Professionals provides quality Financial Planning services including Wealth accumulation and investment strategies, Personal and Business wealth protection and risk assessment, Superannuation and Self Managed Superannuation Fund, Retirement planning and Centrelink advice, Debt management, Succession and Estate planning, Tax minimisation, Advice for Expatriates, Corporate Superannuation advice, Salary packaging advice throughout Australia including Cabramatta, Casula, Chipping Norton, Denham Court, Hoxton Park, Preston, Glenfield, Green Valley, Ingleburn, Liverpool, Lurnea, Macquarie Links, Macquarie Fields, Minto, Moorebank, Mt Pritchard, Warwick Farm and other suburbs of Sydney, NSW

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