It’s never been more important to prioritise investment and investment planning, to help you achieve your goals. AdviceFirst’s advisers will find the investment approach that’s right for you.
Getting to where you want to be
It’s time to start investing rather than spending. AdviceFirst understands your investment choices can help you do some of the things you really want to do. Whether it’s funding a child’s education, a new house, holidays, or helping guarantee the retirement you want.
We know how to make your money work harder
To build real wealth, investing your money can help you achieve real returns and increase your financial worth.
Powerful long-term investment strategies can deliver compounding returns over time, and remain resilient in challenging markets.
The AdviceFirst way
Our advisers will apply industry best practice to your specific situation in a uniquely AdviceFirst way. Our thorough approach enables us to design a customised investment strategy and portfolio to help you achieve your goals.
All our Advisers are paid by salary, not by commissions. This means you can be sure we are focused on achieving good outcomes for you.
We’ll guide and support you all the way
We’ll guide you through the investment process. We’ll help you determine your goals, needs, and priorities and assess your attitude to risk. From this we’ll analyse your position, evaluate your options and provide you with a recommended plan.
We’re agile and always evolving with the market. As your needs change with your life, we’ll help your investment strategy and portfolio adjust with it. It’s all about helping you grow and protect you wealth.
An investment plan from AdviceFirst benefits you through:
- advice from experts who are educated to some of the highest levels for the industry.
- investment products and fund managers who meet AdviceFirst’s strict criteria.
- opportunities to invest in companies that align with your values and approach to responsible investment.
- 24/7 access to our Wealthview online platform for a tailored, secure fund selection and management service.
- online monitoring of your investments, up-to-date reporting, and independent analysis of funds.
- regular reviews to align your investment strategy with your changing needs.
To find out how an AdviceFirst personal investment plan can work hard for you, contact us. You can also ask us about our other investment services, personal insurance, business services, business advice and more.