BE AWARE THAT INVESTMENTS CAN LOSE MONEY

Almost without exception, any investment can fall in value and even experienced investors can lose money.

For example, if you invest in shares or managed funds, it's possible that in the short term (1 to 3 years), the value of your investments may fall. But as history shows, over longer periods (7 to 10 years) the value of quality investments like shares typically increase. However this is information you need to discuss with your adviser.

Your adviser will be able to glean from talking with you, the amount of risk they think you're willing to take. If you don't agree, talk it over. If your adviser talks about 'conservative', 'moderate' or 'aggressive investing', make sure you both agree on what those labels mean.

Discuss the risks you're willing to take
Ask for a written plan
Video
Panel Session: Financial Planners Who Have Built Thriving Aged Care Planning Practices
Advisers share their personal experience on how their aged care services have assisted their business practice Discussion on what were the key hurdles at the start of the transition and how they have ... Watch video
Viridian opens new offices
22 January 2020, 12:34pm
In some pre-holiday spending, Viridian Advisory opened 22 new offices in November, and is looking to launch a mobile app in 2020, says chief executive Glenn Calder. Read more
Link to something 1D9geH77