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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.