When not approached responsibly, investing can be like gambling – luck of the draw. With the help of a good financial adviser however, investing can be more like an exact science with a high chance of success.
The two final episodes of The Investment Series are focused on Ross Bark, a Gen X investor who is looking for further diversification in his investment portfolio due to his heavy weighting towards property. We now outline for you a brief overview of diversified or alternative investments and how they generally operate within a client’s portfolio.
As an investor, weaving through the large amount of available investment options can be time consuming and stressful. There is a lack of investor understanding about how funds are set up, structured and managed, which can leave people feeling vulnerable when they are trying to wade through the range of opportunities, particularly as some investments are emotively driven. It can feel like Dorothy when she first sees the Wizard of Oz without knowing what is really happening behind the curtain.
Finance must follow the lead of technology companies, integrating services into a single ecosystem. Netwealth’s Matt Heine discusses the centralisation of financial services.
No More Practice Education Pty Ltd
Level 1, 10 Shelley Street, Sydney NSW 2000
