From 1 January 2016, our newsletter will no longer appear in this section. We now send via email - feel free to subscribe by emailing email@example.com with your name and email address - or you can connect with us via our social media channels.
A critical part of building portfolios is getting the right balance between income and capital appreciation to help ensure your long term investment objectives are achieved. Often in times of market volatility we witness investors move to cash. While the security of cash has its temptations, this strategy needs to be weighed against the potentially costly mistake of missing out on capital growth.
I just came across this great video from Zurich Investments which explains the importance of growth assets within an investor's portfolio.
Should you have any questions relating to the video or your investments, please don't hesitate to call me on 02 9417 6011.
In : Investments
Connect with us.
Click here to go to our newsletter archive.
Responsibility for the content and opinions expressed herein rests solely with the author and opinions expressed do not necessarily represent the views and opinions of Professional Wealth Services Pty Ltd. The information on this website is general in nature and may not be relevant to your individual circumstances. You should refrain from doing anything in reliance on this information without first obtaining suitable professional advice. You should obtain and consider a Product Disclosure Statement (PDS) before making any decision to acquire a product. This information is for Australian residents only. Whilst care has been exercised, the taxation information contained is provided as a guide only and may not be relied upon. If in doubt, you should seek independent tax advice from a qualified tax adviser.
Tudor Investassure Pty Ltd | ABN 74 881 211 664 | Phone: 02 9455 0655 | Email: firstname.lastname@example.org