Investment Plan

There are many different investment options available to you and not all will be appropriate for your needs and because all investments involve risk, some options may sit more comfortably with you than others.  This is why you need individually tailored advice. 

Prior to recommending any investment strategy, we determine not only your stage of life and overarching financial position, but your risk tolerances.  We discuss various investment approaches with you along with the potential outcomes.

Whether you are establishing your first investment strategy or are well-versed in investing and are looking to expand your investment portfolio or maybe you’re already a retiree and needing an income stream that affords you the finer things in life, our recommendations are bespoke.

At Wealth Fundamentals, we collaborate with investment researchers and financial analysts to seek insights for developing investment options that may include Australian and international shares, managed funds, cash and property along with investment strategies that may include gearing or dollar cost averaging.