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
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FPA reviews disciplinary regulations
12 December 2018, 9:11am
After having its existing disciplinary processes questioned during the Royal Commission, the Financial Planning Association of Australia is introducing updated regulations from 1 January 2019. Read more
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