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
Industry Snapshot
Click here to download the presentation Watch video
Dealer group launches transition support service
13 December 2019, 12:28pm
A privately-owned licensee is launching a support service to assist advice firms in transitioning to an individual AFSL and has appointed a national practice consultant to lead the initiative. Read more
Link to something VzgRAqFc