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So you want to invest?

It’s said, that the best investment you can make is an investment in yourself…The more you learn, the more you’ll earn.

We agree.

Although we think a very close second, is learning to invest what you earn wisely – so you can earn even more.

We’ll teach you how and where to invest.

BUILD WEALTH AND LEGACY

MAKE MONEY FROM YOUR MONEY

OUTPERFORM INFLATION

Investing is about putting your money to work to make it grow over time.

It can involve buying stocks of companies, owning real estate, lending to governments or businesses, and more. The benefits of investing are numerous; it helps you accumulate wealth, beat inflation, secure your financial future, and potentially earn extra income.

Through investments, your money can grow through compound interest, and you can diversify to reduce risks. It's a way to plan for retirement, generate passive income.

Why investing is important

  • Allows you to accumulate wealth because your money grows over time.

  • Compound growth by reinvesting earnings, leading to exponential growth long term. 

  • Financial security by beating inflation, preserving your purchasing power and preventing erosion of savings. 

  • Provides regular passive and additional income sources without active effort.

  • Retirement planning to ensure a comfortable retirement lifestyle.

services to help you INVEST YOUR MONEY WISELY

Start INVESTing IN YOUR FUTURE today

Investing involves risks, so it is important to educate yourself and learn about the different types of investments, risk factors, personal risk tolerance and potential returns before embarking on a strategy. 

Meeting with a financial planner helps you to see the big picture, ask questions about where to start, what needs to be put in place for success and determine what type of investor you are or need to be based on your investor style, time frames and goals.

Choose to learn how to manage your investments yourself, or have them managed for you. 

What Our Clients Say About Working With Us

We have known Jared for a number of years. He has provided us with good, sound advice in the lead up to our retirement as a self funded couple.

Jared has saved us or made us more than his costs in investment returns and Superannuation advice. He is good at understanding our requirements.

We would recommend Jared to any person looking for friendly advice.

Bruce and Liz - Bellingen

Jared seems to be on top of what strategies meet our needs. He is always ready to offer us information and advice on any questions we ask. Sometimes he gives advice on things we were not aware of.

Margaret - Macksville

Jared was so easy and comfortable to deal with. It’s fair to say that both my husband and I have fairly poor financial knowledge - which is why we sought Jared out, who had come highly recommended to us. He communicated complex processes simply, and I was never made to feel stupid when I asked my many stupid questions. Jared advised and guided us in areas of our finances we had never considered. Since our time with Jared and his recommendations we feel increasingly confident in our financial future. We highly recommend Jared and are forever grateful for what he was able to implement for us.

Donna - Toormina

I’ve been dealing with Jared for a few years now and am very satisfied with all his advice and handling of my affairs. Great at what he does and all round good bloke.

Deborah - Woolgoolga

Jared has been so easy to deal with from our very first communication together. I went to him with little knowledge about what I needed and he very quickly explained things and gave me options in a language that I could easily understand. He provides advice based on what is best for my situation and always gives me options. I trust him to handle my family affairs and it has taken a great deal of weight off my shoulders. He responds quickly and makes the whole process as easy as possible.

Carly - Woolgoolga

Jared explains financial matters clearly and displays an excellent understanding of all. He is honest, reliable and conscientious and a pleasure to deal with. I would highly recommend his services.

Kay - Woolgoolga

Jared is very easy to talk with, always prepared to listen, and very professional. He has great knowledge of many products & services, and provides excellent advice on all products for our needs. He is prepared to go that little extra mile to ensure the right options for us before proceeding. We are happy to have Jared taking care of our financial situation. Always happy with his professional approach.

Ian - Boambee

Jared has always been professional and provides excellent advice for our particular needs. He is always prepared to go the extra mile to research a variety of options.

Brian & June – Nambucca