Investment Portfolio Advice

Building an investment portfolio can be complex, particularly if you are new to investing. Our investment portfolio advice is designed to support informed decision-making by providing relevant and timely information to help guide your investment strategy.

We work with you to consider the characteristics, benefits and risks of different asset classes, assess their suitability for different investor profiles, and develop an investment approach that reflects your individual circumstances, objectives and risk tolerance.

We can assist you by:

• Providing guidance on establishing an investment strategy aligned to your goals and needs

• Considering the types of assets that may be held within a portfolio

• Discussing investment timeframes and tolerance for risk

• Highlighting potential tax considerations associated with investments

Recognising that financial circumstances differ, you can access a range of advice options designed to reflect your individual situation. Our approach considers your broader financial position, assets and objectives to support informed investment decisions.

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Investment Choices

Investment Fundamentals

Salt and Stone Financial Planning Pty Ltd ABN 55 693 360 413, trading as Salt and Stone Financial Planning is an authorised representative of GPS Wealth Limited ABN 17 005 482 726 holder of Australian financial services license number 254544 (“GPS”). GPS is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange. The Information on this web page is not financial product advice and is provided for information only.