Investment

If you were going to trust someone with your life, you would choose that person very carefully.
However, do you take the same care choosing a company to look after your life savings?

There is certainly no lack of competition in the insurance industry, with dozens of companies lining up to take care of your hard-earned money. So it makes sense to find out about the investment approach taken by the one you entrust with your superannuation, retirement savings or the money you are putting away for a specific goal – like your child’s education. Lucy McKillop and Associates offer a range of investment services including:

Investment Strategy
The best way to accumulate wealth is by getting your money and assets to work for you. Lucy McKillop & Associates will advise you on the type of investment that is suitable for you depending on your investment goals and the timeframe of those goals.

Portfolio Management
How involved do you want to be in the daily management of your portfolio? Lucy McKillop & Associates offer a range of portfolio management options which allow you to choose the right level of service for the daily management of your portfolio.

Wealth Creation
The key to successful wealth creation is to set clearly defined realistic investment goals and to then design an investment plan that will help you to achieve those goals.

Lucy McKillop & Associates can help you design a tax effective plan and an asset allocation strategy (i.e. the proportion of shares, property, bonds and cash) that is tailored to your individual circumstances which will take into account the length of time you will be investing and your willingness to accept volatility in your investments.

For more information on Investment options, please contact Lucy McKillop & Associates by emailing info@lucymckillop.com or by calling (02) 9542 2904 today.