Investment Portfolios | Hewison

Investment Portfolios

Risk and return are related

For an investor to have a higher expected return than the present, the investor must accept more risk in their investment portfolio. The converse is also correct; that by reducing risk in the portfolio so too is the expected return reduced.

It should also be noted that risk and return are related, not correlated. Just because an investor accepts an increased level of risk in their portfolio, they will not always be rewarded with higher returns.

Hewison Private Wealth is a Melbourne based independent financial planning firm. Our financial advisers are highly qualified wealth managers and specialise in self managed super funds (SMSF), financial planning, retirement planning advice and investment portfolio management. If you would like to speak to a financial adviser on how you can secure your financial future please contact us 03 8548 4800, email info@hewison.com.au or visit www.hewison.com.au

Please note: The advice provided above is general information only and individuals should seek specialised advice from a qualified financial advisor. The views in this blog are those of the individual and may not represent the general opinion of the firm. Please contact Hewison Private Wealth for more information.

Investment Portfolios

Well, the answer is – it depends. There is no one size fits all because everyone’s financial situation is different. A lot of people invest blindly by simply following what other people are doing. To succeed in investing, you need to first understand what you are hoping to achieve. Once you’ve written down your goals and objectives, you then need to establish an investment strategy that is aligned with achieving them. 

Hewison Private Wealth is a Melbourne based independent financial planning firm. Our financial advisers are highly qualified wealth managers and specialise in self managed super funds (SMSF), financial planning, retirement planning advice and investment portfolio management. If you would like to speak to a financial adviser on how you can secure your financial future please contact us 03 8548 4800, email info@hewison.com.au or visit www.hewison.com.au

Please note: The advice provided above is general information only and individuals should seek specialised advice from a qualified financial advisor. The views in this blog are those of the individual and may not represent the general opinion of the firm. Please contact Hewison Private Wealth for more information.