Investments & SMSF

Investments & SMSF

Prudent investing for long-term wealth.

We all know we should invest our money wisely but with all the investment choices available it’s hard to know where to invest and what to invest in. It’s no longer a simple case of shares, property, fixed interest or cash – there are literally hundreds of combinations of asset categories, across different countries, themes and sectors.

Not only that, but everybody’s needs and goals are different, and will change over time.

A MEDIQ Medical Wealth Strategist can talk to you about your investment objectives, both short and long term, assess your current financial position and recommend appropriate investment options to help you achieve those goals. Over time as your circumstances change so will your Wealth Strategist’s recommendations. Financial advice should be ongoing and a Medical Wealth Strategist should be part of your everyday life.

MEDIQ Medical Financial Services provides fee-for-service investment advice. It is independently owned by its principals and not associated with any financial institution. Therefore no financial institution can pressure us to recommend its investment products or services to you. 

As it is our strongly held belief that investors should receive advice which is totally free of influence, all of our investment advice is provided on a fee for service basis rather than accepting commissions from financial institutions, as we believe commissions have the potential to compromise the quality of the advice. 

This means we work for you, not for a financial institution. We are a firm committed to providing an extremely high level of financial planning, financial strategy, investment advisory and superannuation services to our clients, as well as the ongoing management of investment portfolios.

So why not maximise your investment potential and get your money working as hard as you are by implementing sound, tax-effective investment strategies.

Contact us

Call us today on 13000 MEDIQ (63347) and find out more about your investment profile.

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