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Build your portfolio with a mix of investments

Building Your Portfolio

Successful people that have generated wealth through property tend to have a multiple asset mindset. Their focus is on creating increased and sustained cash flow by being more business oriented in the way that they manage their finances.

At Advantage First, we can show you how to get on to the path to financial independence by structuring your finances to create a portfolio of investments that can include residential property and managed portfolios.

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From Property Owner To Investor

It’s challenging to transition from a homeowner that makes regular repayments to an investor that actively understands and manages a suite of tax efficient, income producing assets. Home loan repayments can seem like a relatively straightforward and manageable activity, whereas investing your hard earned money in more than one asset is often a bridge too far.

This can become even more complicated by the sheer number of companies that claim to know what should be done. It can be hard to know who to trust. It can also be hard to do it on your own.

This is where Advantage First comes in. We certainly want to work with you, but we are far more interested in seeing if we can assist you in a meaningful and practical way to achieve your goals.

How Can You Get A Portfolio Started?

A portfolio can be started with your existing equity but it’s important that you get professional advice before you make any investment decision. An Advantage First financial advisor can review your financial situation and goals to identify investment options suited to your requirements, depending on the level of exposure or risk you want.

Disclaimer

General Advice Warning:
This material has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this material is General Advice and does not take into account any individual investment objectives, financial situation or needs. Before making an investment decision based on this advice you should consider whether it is appropriate to your particular circumstances. Hypothetical scenarios are based on assumptions and are not guarantee of any outcome in the future. Where the General Advice relates to the acquisition or possible acquisition of a financial product, you should obtain a Product Disclosure Statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product.

Advantage First Financial Planning Pty Ltd is a Corporate Authorised Representative (No. 1000091) of IPraxis Pty Ltd (ABN 39 114 365 007), which is the owner of Australian Financial Service License No: 329337.

Other Advice Warning:
Before acting on any of the information presented here, please seek professional financial advice.

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