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Michelle Abela Financial Advice Macedon Ranges | Aged Care, Retirement Planning, Education

Establishing and Managing Investments

Learn about the different investment options to develop a financial portfolio that suits your needs. 

Are you looking to diversify outside of superannuation?
Do you have money to invest but are unable to contribute more to super?

Whether you want to retire early, invest for your future, or grow a well-rounded and diversified investment portfolio, we can assist you in investing in products such as managed funds, term deposits, exchange-traded and index funds, and investment bonds.

Obtain personalised advice that considers your investment timeframes, risk profile, and investment goals. Feel supported and comfortable making informed decisions about your investments.
 

Diverse Investment Opportunities

We can establish investment strategies that enable:   

  • Investing in a wide range of financial products

  • Oversight of your investments on market-leading investment platforms with online tools to monitor performance and balances

  • Drawing an income stream or reinvesting earnings

  • Flexibility to regularly deposit and withdraw

  • Financial modelling to test different variables and scenarios

  • Scheduled reviews to rebalance portfolios, make changes to investments, and ensure the investment portfolio remains in line with your financial goals and objectives

Michelle Abela Financial Advice Macedon Ranges | Aged Care, Retirement Planning, Education

The best time to establish a diversified investment strategy is now.

Let us guide you in developing and managing a robust investment portfolio tailored to your financial goals, ensuring a secure and prosperous financial future.

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