Investor Issues

If you’re an investor, you’re basically using money to make more money. Or, at least, that’s what you’d like to be doing. But which property, business or share do you buy in order to maximise the chance of positive future returns? Investing usually carries some degree of risk, so there can be a lot to lose, as well as a lot to gain, depending on who you take with you on your investment journey.

At Affinity Accounting Plus (AAP), helping our clients create wealth is our reason for being. It’s not just our job, it’s our passion. We don’t just recommend the same investment strategies to all of our clients; we design individual plans for each investor’s situation. Everyone has a different propensity to accept risk and a totally individual income and asset base, so our approach, necessarily, has to be tailored very specifically to each client.

Why not just do my own investing?

Think of us as your investment ‘coach’! Many people manage their own investments, and do quite well. But it’s our job to replace your potentially costly mistakes with our years of industry knowledge. While you focus on your business or job, we take the hard work and emotion out of creating an investment strategy most suited to your situation. We listen to what you want to achieve, make sure we understand the specifics of your situation and communicate clearly what your possibilities and options are. This allows us to design a financial plan that aligns your acceptable level of investment risk with your expected returns. We can provide you with a dynamic, personalised, financial ‘road map’ that you can follow and adjust as your situation, or financial markets, change.

Regardless of whether you’re an experienced investor or are just starting out, AAP can objectively assess your situation and offer constructive suggestions to improve your current portfolio. Our experience and expertise will help you realise your financial dreams and improve your prospects for a wealthier future!

Click here to find out how AAP can help you to streamline your investing.