The only nice thing about ... not planning ... is that failure comes as a complete surprise
and is not preceded by long periods of anxiety, worry and depression ...........................
Kinetic Securities Pty Ltd, -- Licensee
New Wealth Directions specialises in wealth creation that is most suited to you. We do this
by offering low cost, technically advanced administration services to report to you, about
your investments at any given time of night or day.
We constantly have available new Investments and Insurance products for you to discover and
implement into your portfolio.
We see it as our job, to bring to you new investment choices from leading edge Fund Managers
and Alternatives type Investments that have the ability to reduce your Investment portfolio
risk of loss.
These days their are many more investment choices available, with choices comes flexibility
and control. Control is for you to monitor your investment risk in a way that keeps you
informed and educated about your portfolio.
Ensuring your investments are insulated from international events, but at the same time
seeking out opportunities for future growth.
Your Investment Risk Profile
Investment Risk Profiling is the science of marrying the right types of Investments into the
appropriate mix of Asset Classes. Taking care to allocate the asset clasess into the correct percentage amounts, that would reflect your tolerance to Investment losses or gains.
When this is done properly, with the care and attention that you deserve, you will be able
to sleep soundly at night knowing full well that your Investment portfolio is tailor made with respect to your stated "Investor type" varying from Aggressive to Very Conservative.
New Wealth Directions specialise in this very important part of Investing.
Investment Volatility
Volatility of an investment portfolio, is a measure of the investment risk that your
portfolio is exposed to.
Investment risk can be reduced by diversification of asset classes with in a portfolio, but
there are many other ways to diversfy your portfolio to minimise the risk of loss and
maintain or increase the chance of a good investment return.
It is possible through the use of modern investment structures and current low risk high
return investments, to even further reduce the risk of loss.
You need to ensure that your portfolio is appropriate to your tolerance to investment risk.
Investment Performance
Last years winners are usually next years losers. These types of investments are
usuallyvery volatile.
Markets move up and down over time. To reduce the risk of loss and ensure your portfolio is
always structured to preserve capital, in bad times and perform well in good times, you need
to invest into investments with low volatility.
These days with so many choices available and with access to investments that have
historically only been available to the very rich, it is possible to structure your portfolio
ina way that will perform well in any given market environment.
There by smoothing out annualised performance of your portfolio.
Structure and Strategy
The term ..."Financial Planning" ... is at times a very mis-understood term. It's meaning is
very broad and diverse, it relates to all of the information in this website.
Each section is a profession unto itself.
A good Financial Planner when asked to give full advice, needs to look at the best structure
and strategy for you, based on your specific financial goals and objectives.
New Wealth Directions will ensure the structure and the strategy of the way your investments
are setup is most appropriate for you and your family.
From New Wealth Directions .... happy planning .........
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