Daniel Boote Family Trust TA Creative Wealth Management
Suite 1, Vervo Chambers,
78 Station Street,
Seymour. Victoria 3660
800 Bourke Street
Docklands
Victoria 3008
Telephone: 1300 239 019
Fax: (03) 8677 7669
Email us here
Authorised Representative of Apogee Financial Planning Ltd
ABN 28 056 426 932
Australian Financial Services Licensee
Licence number 230689
It goes without saying that to create wealth you need to undertake some form of investing. Some common questions around investing are:
- Where do I start?
- What do I invest in?
- What are the risks?
- How do I know if the investment is sound?
For some, the idea of taking their own capital/cash and investing it is a very confronting exercise, especially when the thought of losing said capital is considered. The aim with our advice is to construct an investment strategy and portfolio that suits your needs, goals, comfort levels and experience with investing. We will educate you along the way and build and develop your strategy and portfolio to suit your growing knowledge and experience and changing circumstances.
Our advice, where appropriate and applicable, will cover such areas as:
- Portfolio Construction
- Risk Profiling
- Asset Allocation
- Investment Ownership & Asset Protection
- Tax Effectiveness
- Investment Structures - Family Trusts, Unit Trusts, Etc.
- Diversification
- Structured Products - Capital Protection
- Investment Products