Financial planning

Investment Advice

Making financial plans for the betterment of your future can give you the reassurance that you and your family can maintain an expected lifestyle, while at the same time appear daunting because no one can 100% predict what the future markets hold.

At the end of the day, those with a plan will always be better off than those that opt for organic evolution. Your individual goals determine the complexity and degree your investment strategy will take, it might be a passive ‘toe in the water’ approach, or at the other end of the scale, an aggressive high return tactic.

Overall, the key is to have a portfolio with a combination of asset allocations and strategies to create a balance that will meet your investment needs, personal goals with the least amount of risk.

Our Financial Advisor

Loan Studio Financial Advisor, Brendon Honeyford will develop an individual risk profile for you, discuss your future goals and then make recommendations on appropriate investment strategies which may include;

  • Income focused solutions with high yielding investments
  • Lower risk share strategies
  • Investment in emerging global
    markets
  • Diverse portfolio strategies
  • Passive investment plans
  • Property portfolio plans
  • Tax effective strategies

Check out Understand YOUR tolerance for risk for a run down on the different types of risks and what type of strategy works best with each.

#AskLoanStudio

With hundreds of videos, fact sheets and blog articles #AskLoanstudio is your very own financial info hub. 
Take a look at our recent articles on Financial Planning.

BLOG OnlineCal

Online calculators - buyer beware!

Online loan calculators have been around for many years, and are becoming more and more intuitive and dynamic to cater for....
Read More >
CaravanBlog

Buying a caravan

Caravanning has seen a resurgence in popularity over recent years, as families seek to explore local destinations, looking for a....
Read More >
SELF MANAGED SUPERANNUATION FUNDS (SMSF)

SELF MANAGED SUPERANNUATION FUNDS (SMSF)

Key questions every client should ask their Financial Adviser about Self Managed Super Funds.
Watch Now >
INSURANCE IN SUPERANNUATION

INSURANCE IN SUPERANNUATION

key questions every client should ask their Financial Adviser about Insurance in Superannuation.
Watch Now >

Talk to Loan Studio today

Go