Investing for Income
Long gone are the days of 10% interest returns it seems. A large number of our clients are retired and we have a range of options and strategies designed to produce income for retired clients looking to supplement their income.
This includes managed funds, bonds, share investment and property investments.
The important thing with investing for income is making sure that you have the correct mix of assets for inflation proofing, as well as adequate diversification for the protection of assets.
There are a large variety of considerations required when putting together an investment portfolio, but the key tenants we operate on are, keep it safe, keep it simple and keep it transparent. With our approach , I have found that this seems to present the best chance of meeting the clients specific needs.