Invest

ments

Specialised investment advice.

Whether it be for retirement planning, investing an inheritance or purchasing your first investment property Boutique Wealth can put together the right plan so your investing experience isn’t a nightmare.

 

With experience investing in all asset classes we can distinguish which asset class is the most suitable for you.

We will analyse your age, tolerance to risk and investment goals so we can ensure that your investment will put you on the right path to achieving your goals.

 

Every investment operates in different cycles and offers risk characteristics, we keep informed and educated on all market conditions, so you are too. We provide the correct advice to ensure your investments are structured in the most cost and tax effective ways.

 

We offer advice on a wide range of investments to suit everyone’s needs:

  • Term deposits

  • Managed Funds

  • Shares

  • Property

  • Superannuation

Contact Boutique Wealth to find out what investment suits you!