How Much Money Do I Need To Have To Invest?



While some clients come to us with a lump sum to invest (whether through savings, inheritances or financial settlements) that’s not the case for all.

Many of our clients come to us for advice on budgeting and repaying debt. We can make sure your super fund is making the most of itself and providing value for money (particularly important if your balance is small). We can look to make sure that your insurances are at a sensible level for your particular situation. That the small amount in your savings is working in the best way possible and that if you have debt, you know what order to pay it off in to get ahead faster.

So remember, we don’t judge you on how much or how little you’ve got to invest. We are interested in helping you to make the most of your particular situation and help you build your financial security and independence.

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