Home > Services > Range of Services > Asset Allocation
Asset Allocation
Are your assets diversified? Are you comfortable with your level of risk?
Your asset allocation determines the growth and risk characteristics of your portfolio.
We can help you to assess:
- Whether your current allocation will allow you to achieve your goals
- The nature of various assets and asset classes
- Whether to buy, sell or hold assets
- The benefits of diversification
Financial Planning Expert can help you work out your risk tolerance and asset allocation. Contact us here or phone (03) 5974 4350.
ABN: 71 545 756 841 Australian Financial Services License: 402042
Phone: (03) 5974 4350