Your Investor Profile

Establishing the right mix of investments for you.

Finding the right mix of investments to suit your individual situation and goals is very important and there is no simple recipe for all investors.

It is dependent on how comfortable you are with market fluctuations and how long you are looking to invest, among other considerations.

When you make an appointment with a Newcastle Permanent Financial Planner you will be asked to complete an investor profile.

This will help us to help you determine what your investment preferences are and the strategies that will help you achieve your investment goals.

Make an appointment to speak to our Planners

To make an appointment to speak to our Financial Planners simply complete our online enquiry form, call us on (02) 4927 4370, or drop into your local Newcastle Permanent branch.

Here's some more information for you:
Any information on this web page does not constitute advice and has been prepared without taking into account your objectives, financial situation or needs. Before acting on any advice, you should consider the appropriateness of the advice having regard to your personal circumstances. You should consider the Product Disclosure Statement before deciding whether to acquire or to continue to hold this product. Fees, charges and tax applies. AFSL 238273.
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