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How we help you invest for your future

How we help you invest for your future – Intergenerational Wealth. Having a plan in place to secure your financial future can be a life-changing event. But investing requires you to make big decisions today about a future that is largely uncertain.


Markets are challenging because they are inherently unpredictable. Some recent twists and turns include record low interest rates, intermittent volatility (market swings), and intervention by governments on a scale never seen before.


To help you plan for your future, we provide robust portfolio solutions to deliver outcomes based on our understanding of your needs. These investment portfolios have been built to match your appetite for investment risk in order to deliver the best outcome for your needs.


These portfolio solutions incorporate market insights by our experienced research team, coupled with high quality investment managers.


The portfolio we provide has an investment strategy anchored by quality strategic advice principles including:

1. Full understanding of your financial needs

2. Efficient risk management

3. Truly effective diversification

4. Rigorous investment selection process, and

5. Regular monitoring and reporting.


If you would like more information, please call us (03) 9326 1594 or visit www.igwealth.com.au

The information (including taxation) contained within this document does not consider your personal circumstances and is of a general nature only – unless otherwise stated. You should not act on it without first obtaining professional advice specific to your circumstances. RI Advice Group Pty Ltd, ABN 23 001 774 125 AFSL 238429. From time to time we may send you informative updates and details of the range of services we can provide. If you no longer want to receive this information please contact our office to opt out. RI-IYF/08-14/V1

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