DISCUSS THE RISKS YOU'RE WILLING TO TAKE 

Avoid investments advertised as 'no risk'. All investments have risks. To weigh up the risks you could live with, work through these issues with your adviser:

  • What you need to live on?
  • What you can afford to save - a budget will help here? Also see our online budget planner
  • What you must put aside for major purchases and emergencies?
  • How secure is your job, business or current investments?
  • What can you afford to lose without it affecting your lifestyle?
  • Your investment goals: are they short or long term?
  • Your age, health and retirement plans.
  • Your tax liabilities.
  • Your personality and your ability to sleep easily at night - some investors are born gamblers, while others won't consider anything riskier than an online savings account.

Questions to ask your financial planner
Be aware that investments can lose money
Video
Introduction to Managed Accounts
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CountPlus firm buys back equity
2 July 2020, 12:43pm
A CountPlus member firm has bought back 38% of its equity from the ASX-listed advice group for $1.10 million and separately, has acquired the accounting operations of another firm. Read more
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