Optimising your investment strategy returns.
Managing your investment portfolio requires a lot of responsibility, and the ever-increasing complexities of the taxation system make accurate record keeping essential.
Our investment portfolio management services are suited for those who require intensive management of their portfolio but prefer not to be involved in the day-to-day administration of their investments.
At Schaefer Financial Planning, we will guide and educate you through this process to ensure that you are fully aware of your investment performance and modify your plan if your circumstances change.
We will also provide regular portfolio performance reports as part of this service, where we will meet with you to discuss and review the performance of your investments.
Our approach helps you stay in control of your financial situation with a better understanding of your investments and long-term investment benefits.
To find out more about managing your portfolio investment strategies, please contact us.