The basics

If you’re looking to organise your personal and investment borrowings to best suit your financial needs, you may benefit from our Portfolio Package.

Modify your investment plan

When was the last time you looked at your investment plan? Do you need to change it based on your current financial situation?

As an experienced wealth builder, you should consider reviewing and updating your investment plan from time to time to help you determine your next investment goal, or just to be sure that you're on the right track.

Your financial planner or accountant can assist you with modifying your investment plan.

Create a budget

The most important part of making your investment plan work is creating a practical budget. Sticking to your budget means you take full control of your finances and helps ensure you have enough money to pay your investment-related expenses such as loan repayments and council rates.

Here are some useful links.

  • Visit You and money for more information on how to plan and create an achievable budget.
  • You may also find our Budget Planner useful in helping you create your budget.


BSB: 704 230

Tools & Resources