Diversification – The Best Protection Against Risk

Home > Financial Focus

History has shown that no single asset class outperforms year after year. Spreading a portfolio across a range of investments helps create a smoother more consistent return and is one of the best ways to reduce risk. While portfolio diversification often starts with investing across different asset classes, it also includes holding a spread of investments within an asset class across a range of companies, industries and even countries; and also investing with a combination of fund managers, for example, blending active with index managers.

Testimonials

"Hi Shane and Team As clients and long term business owners we have always received exceptional service and advice from the Momentum team. Regular financial planning reviews and immediate assistance..."

Glenn and Narelle Soper – Coffs Harbour
See More Testimonials

Meet the Team at Momentum

Team Profiles

Newbrocom Pty Ltd (ABN 39 152 026 330) trading as Momentum Financial Planning is an authorised representative of Charter Financial Planning Limited, Australian Financial Services Licensee Licence number 234665.

 

DISCLAIMER | PRIVACY POLICY | FINANCIAL SERVICES GUIDE
TERMS & CONDITIONS

Momentum Financial Planning is one of a select number of businesses that has been awarded Certified Quality Advice Practice status by Charter Financial Planning. This programme sets an industry benchmark for providing high-quality financial advice. The certification is awarded based on industry qualifications, demonstrated best practise business operations and proven success in meeting the financial planning needs of clients.

© Momentum Financial Planning 2010 - 2019 All Rights Reserved :: Website by Giant Media :: ADMIN