Investing in your future

Our goal is to help you grow your wealth and improve your situation.

Build a smarter investment plan tailored to your goals

Define your investment goals and time frame
Assess your risk tolerance and current portfolio
Receive tailored guidance from our advisers

Investment Services & Strategy Check

Disclaimer. This content is for general educational purposes only and does not consider your financial objectives, situation, or needs. Past performance is not a reliable indicator of future returns. Always seek advice from a licensed financial adviser before making investment decisions.

Investments Advice Sunshine Coast

What are the different types of Investments?

There are two main types of investments, which include;

  • Property
  • Shares / Managed Funds

Within each of these two areas there are numerous types of investments that you can consider. There are different advantages and disadvantages of each type of investment and it is important to consider you individual situation before making any decisions.

bb3759d5 1f80 457a 99c2 b5bc75a88546 scaled Services
how does smsf work

Why should you consider an Investment in Maroochydore?

There are two main reasons that you should consider investing, which are:

  • An investment can help you to be tax efficient
  • Investing can help you to become financially stable through ‘wealth creation’

Some examples include that property can earn you rental income; while managed funds allow your money to grow without you needing to do any work.

How can we help you?

FAA is able to refer to a Lifespan Consultant to educate you about what the different types of investments are and how it could help you. We can look at your individual situation to see if you are getting the most value or if you are able to add to it.

Lifespan Financial Planning Logo

Australian Financial Services Licensee No. 229892
Referral Partner | Conflicts of Interest Policy

Insurance Investment Solid Gold Services

FAA Insurance and Investments

Suite 3-7, Level 5, Tower 2/55 Plaza Parade, Maroochydore QLD 4558