Investment management is about identifying the most appropriate investment strategies for individual clients based on their personal risk profile. There are a range of investment products including direct property, managed funds, shares or other tailored investment products.
Choosing the right investment is important and depends highly on your personal situation. The right investment for your neighbour may not be the right investment choice for you.
At Fornaro Financial Group, Investment Management is about taking a holistic approach to actively manage and adjust our client’s portfolio to ensure it is delivering on the client’s investment objectives and is delivering results to achieve the client’s personal lifestyle and financial goals.