Overview

It is through diversification we hold the ability to capture more than a single asset investment, such as property investment. Ordinary money portfolios may complement an existing property portfolio or serve as an alternative.

Depending on your age, appetite to risk, investment timeframe and investment objectives, GLOW will help tailor a portfolio to suit your needs.  Your objectives may be:

 

  • Grow enough wealth to repay a mortgage faster and in full.
  • Save for kids future education costs, and/or provide them with a head start in life once they have a milestone birthday.
  • Invest tax-effectively so that you not only build wealth, but creating tax deductions either along the way, or upon making withdrawals.
  • Invest in something other than super after maximising contribution caps.
  • Invest funds that you don’t necessarily want to “lock-up” long-term.