Investment Advice

For investors that value expert advice 

With multiple investment choices available and the often-volatile nature of investment markets, it’s difficult to know where to start.

Nowadays, too many people are making poor investment choices based on bad advice. An imprudent decision in the short term can have a detrimental effect on your investment portfolio over the medium to longer term.

At Schaefer Financial Planning, we believe in investing and not speculating. To be a successful investor requires a disciplined approach and an investment strategy that’s customised to your individual goals, objectives, and requirements.

We help curate investment strategies that are based on a thorough understanding of your circumstances, attitudes, and objectives. We monitor the level of risk associated with investing and will only proceed when you are entirely comfortable with the investment strategy we recommend.

To find out more about our approach to investing, please contact us or download our Introduction to Investing eBook.

Sean Schaefer
Phone: (02) 4421 2222
Email: sean@schaeferfp.com.au

Enquiry Form

Name(Required)