Successful investing gives us the freedom to make lifestyle choices later on - and that is a good position to be in. Investing differs from saving because it is money you want to work harder over a longer period of time, which you don't typically need to access at short notice.

For those with little or no experience, the investment world can be a daunting place. The huge array of products and services, combined with an endless supply of information, can make it seem impossible for anyone but seasoned professionals to succeed.

Yet, armed with relevant knowledge, discipline and smart financial advice, you can take advantage of the available investment opportunities to build wealth and achieve your financial and lifestyle goals. 

The right type of investment for you depends very much on your personal circumstances. Essentially, the decision you make should be based on your reasons for investing, your tolerance of risk and your investment timeframe.

At Ogle Advisers we can help you better understand investment options and how you can realise your goals by implementing some of the proven concepts of successful investing.

Any advice on this website is general advice only and does not take into account the objectives, financial situation or needs of any particular person. You should obtain financial advice relevant to your circumstances before making investment decisions. Where a particular financial product is mentioned you should consider the Product Disclosure Statement before making any decisions in relation to the product. Whilst every care has been taken in the preparation of this information, Australian Unity Personal Financial Services Ltd (‘AUPFS’) does not guarantee the accuracy or completeness of it. AUPFS does not guarantee any particular outcome or future performance. AUPFS is a registered tax (financial) adviser. Any tax advice contained in this document is incidental to the financial advice in it. You should seek specialist advice from a tax professional to confirm the impact of this advice on your overall tax position.

 

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