At Life Financial Planners, we understand that investing is a fundamental component of a well-rounded financial strategy. Whether you’re opting to invest in specific objectives like building wealth for retirement, covering your children’s educational costs or pursuing an asset allocation strategy, our dedicated team in West Perth is here to provide guidance every step of the way.

Before you consider Investing, we highly recommend you prioritise the key financial steps outlined by ASIC Money Smart’s ‘Golden Rules of Investing’, which are:

Debt Management:

• Prioritise paying off existing debts, such as credit cards or personal loans before you invest.
• Have emergency savings: Establish a safety net by setting aside at least three months’ expenses so you won’t have to sell an investment if you need cash quickly.

Once you have that under control, our Investment Advisers in Perth are equipped to guide you towards achieving your financial aspirations. 
we will work with you through our six-step process to discuss what you want to achieve and your attitudes towards investment risk. LIFE Financial Planners can design an investment asset allocation specifically tailored to you, which we implement and monitor regularly.

Asset allocations and recommended investments are regularly researched and analysed, to ensure the recommendations we make are current and relevant to you. With ever-changing market and economic conditions, we know how vital it is to stay up to date with current information and opportunities.

Risks and Returns

Understanding the Risks and how that impacts your Returns

Setting realistic expectations of what you can expect from your investment is paramount. The level of risk you are prepared to take will impact long term on the returns that you can expect from those investments. Understanding the risk rewards, i.e. returns, is the cornerstone to investing.

At Life Financial Planners, we’re here to support your investments in Perth every step of the journey.

We’ll educate you, set realistic expectations and manage your emotions through the ups and downs of markets. Our team of financial planners are dedicated to tailoring an investment strategy that aligns with your unique goals and aspirations.