Most of us are thinking of saving regularly for a new car, an overseas trip or children’s education or maybe have a lump sum to invest. It’s important to make sure that your money is in the best place and invested based on your risk attitude. O’Leary Financial Management financial advisers will analyse your needs, prioritize them, determine your risk profile and check which Investment is most suitable to your appetite to risk.
Your Investment Portfolio will be tailored to your risk profile and you don’t have to worry about switching your fund, if your attitude to risk doesn’t change.
The funds we recommend invest in a wide-range of assets, including cash, shares, bonds and equities.
The funds we recommend are available across our Pension, Investment and Savings Plans.