Regularly review your investment strategy

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An investment’s value reflects the value of its underlying assets. This can change as the market value of those assets rises or falls, or for some investments as you receive income or dividends.

Investing always involves some degree of risk and that level of risk will depend on the nature of your underlying investments and the approach taken to achieve their return.

Before choosing an investment strategy, consider how prepared you are for fluctuations in your investment returns and account balance.

You should regularly review your investment strategy to make sure it still meets your needs as your attitude to risk is likely to change over time.

Generally speaking, the higher the expected return for an investment, the higher the investment risk.


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Shane Gourley

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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.



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