An investment strategy is a great way to plan for your financial future. It takes into consideration the needs and wants of you and your family, now and in the future.
Your strategy for investment should consider the following criteria –
1. Risk and return
There is always a trade-off between risk and return – generally the higher the return, the higher the risk. You need to consider if you are prepared to take risks for a higher return.
2. Long or short term investments
Do you want to invest in the short or long term; again this will depend on your goals, the type of investment and your investment strategy.
At Qudos Bank, we have a number of products to help you achieve your investment goals.
Superannuation - we have several superannuation products depending on where you are situated on the retirement spectrum. Are you nearing retirement or just starting your career, are you interested in DIY super or a self-managed super fund? Do you require an allocated pension?
Investment and Savings Accounts – Qudos Bank have numerous savings and investment accounts offering great interest rates to grow your money whilst maintaining access flexibility. We have term deposits for 5, 7 or 11 months, a complete deposit cash management account, a bonus saver account to spur you along to your savings goals! We even have a Qantas Points Saver account so you can travel while you are saving – how’s that?
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Our team of experienced and friendly financial planners can talk you through your investment strategy and get you on track to achieving your financial goals. The information on this page is of a general nature and is not intended to be a substitute for personal advice. This website page has been produced without taking into consideration your personal financial circumstances, objectives or needs. You should consider the appropriateness of the information to your financial situation and seek personal advice before acting on any information on this website. You should consider the relevant Product Disclosure Statement (PDS) before opening any account.