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You may have built up cash through savings, an inheritance or another lump sum windfall; however, you have no idea what to do next.
 

Should you invest in property, or shares, or another investment?
 

Rather than focusing on the type of investment product first, we instead need to know:
 

  • Your investment time frame

  • Your attitude towards investment risk

  • Your marginal tax rate

  • Your surplus cashflow
     

Once we know these aspects, we can build an investment strategy that is aligned to you and your goals. 

 

 

Confident Businessman

Investing

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©2023 by Source Wealth Pty Ltd. 

Authorised representative of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735

Australian Financial Services License 229 892

Financial Services Guide

The purpose of this website is to provide general information only and the contents of this website do not purport to provide personal financial advice.  We strongly recommend that investors consult a financial adviser prior to making any investment decision. The contents of the our website does not take into account the investment objectives, financial situation or particular needs of any person and should not be used as the basis for making any financial or other decisions. The information is selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in any particular product, investment or security. The information provided on this website is given in good faith and is believed to be accurate at the time of compilation. 

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