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Asset Allocation

Are your assets diversified? Are you comfortable with your level of risk?Asset Allocation

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.

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This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial and tax advice prior to acting on this information.Opinions constitute our judgement at the time of issue and are subject to change. Financial Planning Expert Pty Ltd does not give any warranty of accuracy, nor accept any responsibility for errors or omissions in this document.
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ABN: 71 545 756 841 Australian Financial Services License: 402042

Phone: (03) 5974 4350

Email: info@financialplanningexpert.com.au

 

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    Financial Planning Expert is an independent financial planning business based in Melbourne. We provide genuinely independent and conflict free financial advice. We’re experts in self-managed superannuation fund (SMSFs) advice and strategy, retirement planning, property and share investment advice, life and income protection insurance, tax planning, asset protection, estate planning and advice for Australian expatriates.