Setting up an Investment Strategy
Common to everyone is the need to feel reassured about their investments and finances. Queen Street has the investment experience to look at your plan and confirm that it is sound, reasonable and will stand the test of time.
“To sleep easy at night” is knowing that what you are doing is sound. That's the core of our investment strategy approach.
Its important to start your investment strategy with a budget. Most people don’t have unlimited money to spend. So understanding your spending is key to setting your own investment goals.
Its the money you need to support your future or retirement. Thats what your strategy is aiming to achieve.
Your budget can help you decide how much you can afford to invest and to get control over the amount you are spending.
Now you've got a budget it's time to look beyond at the plan. How much might be leftover for other things; a holiday, a special present, an investment.
In this stage, we will look at how much income you have got coming in; if you have a job or do some part-time work or even if you have the potential to go out and generate some other income.
Then there are your investments; this is just the money you have in the bank or in a superfund or in some property investment or maybe it's just something you've loaned to a family member that they will pay back at some point of time.
Now its time to talk about that investment strategy. Some of you will know about investment risk. To many the first thing they want to do when risk is mentioned is to say I don't want to take the risk.
That's all right but generally, as you learn about managing investments, you realise that taking some risk might be quite right for your situation.
If you want to learn more about how we help please make contact with us by phone or by email, whichever suits. We are always happy to chat in confidence and there is no obligation or cost for you in contacting us.
Important Information
© 2019 Queen Street Partners
Setting up an Investment Strategy
Common to everyone is the need to feel reassured about their investments and finances. Queen Street has the investment experience to look at your plan and confirm that it is sound, reasonable and will stand the test of time.
“To sleep easy at night” is knowing that what you are doing is sound. That's the core of our investment strategy approach.
Its important to start your investment strategy with a budget. Most people don’t have unlimited money to spend. So understanding your spending is key to setting your own investment goals.
Its the money you need to support your future or retirement. Thats what your strategy is aiming to achieve.
Your budget can help you decide how much you can afford to invest and to get control over the amount you are spending.
Now you've got a budget it's time to look beyond at the plan. How much might be leftover for other things; a holiday, a special present, an investment.
In this stage, we will look at how much income you have got coming in; if you have a job or do some part-time work or even if you have the potential to go out and generate some other income.
Then there are your investments; this is just the money you have in the bank or in a superfund or in some property investment or maybe it's just something you've loaned to a family member that they will pay back at some point of time.
Now its time to talk about that investment strategy. Some of you will know about investment risk. To many the first thing they want to do when risk is mentioned is to say I don't want to take the risk.
That's all right but generally, as you learn about managing investments, you realise that taking some risk might be quite right for your situation.
If you want to learn more about how we help please make contact with us by phone or by email, whichever suits. We are always happy to chat in confidence and there is no obligation or cost for you in contacting us.
Important Information
© 2017 Queen Street Partners