Wealth Creation and Portfolio Management

Wealth is an enabler which may help you achieve your lifestyle goals and create the future you’ve always wanted. Building wealth will therefore give you and your family more options and opportunities – both now, and when you enter retirement.

An Aon Financial Adviser can partner with you to develop a plan that can work towards achieving your own personal financial objectives. The plan may include:

  • Understanding your investment risk profile to aligned any actions with your tolerance and capacity for risk

  • Setting clear objectives for your portfolio – investment horizon, income requirements, growth expectations, acceptable level of volatility, acceptable levels of liquidity and risk of capital loss

  • Developing and implementing a sound investment strategy

  • Reviewing the level of portfolio diversification

  • Selecting an investment vehicle and underlying investments

  • Regularly reviewing your portfolio to check that it remains on track to meet your financial goals.

We can help. Call us today on 1300 342 923
 

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General advice warning
This information may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice we have given you, having regard to your own objectives, financial situation and needs before acting on it. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement before making any decision to purchase that financial product.

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