Investment Advice

We can assist you in determining the most appropriate investment for your needs. This will depend on your goals and objectives, and time frame for investment. We can cater from the most conservative investor looking at a secure term deposit, to growth investors looking at direct shares, and everyone in between.

Refer to our Wealth Creation section for more information.

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Investment Reviews

Successful investors know that the only way to ensure they achieve their personal financial goals is to regularly review and fine-tune their investments. Not having your investments regularly reviewed can cost you thousands of dollars in unnecessary taxation, poor performance and missed opportunities. That’s why Pigot Miller Wilson offers an investment review service.

As part of the service, Pigot Miller Wilson provides you with accurate and up-to-date reporting on your total investment portfolio. This information is then regularly reviewed with you to ensure your investments and the strategy behind them, remains on-track to reach and achieve your goals.

Even if you think your plan and investment strategy is effective, let us review it. We may just surprise you. We are uniquely qualified to give tax-effective wealth creation advice and look for ways to help you reach your goals sooner.

We can review your:

Superannuation strategy – ensure you are saving enough for a comfortable and financially secure retirement.
Investments – analyse what can be done better.
Review your insurance needs to ensure your wealth creation strategy is protected.
Identify any financial risk areas not meeting your wealth creation goals.

Where to begin

Select the right financial adviser for you. This is the most important step when it comes to planning your financial life. You need to feel comfortable discussing your financial goals with someone you can trust. This person can help you create wealth no matter what stage of life you are at, whether you are young and single, have a family, enjoying your marriage without the kids, or retiring. Contact the Financial Planning team at Pigot Miller Wilson and start looking after your financial life!
Understand. Make sure you have a good understanding of all your current and future financial needs. Then set yourself some financial goals – it could be saving for that dream house or holiday!
Plan. Together we will put a plan in place detailing how you will reach your goals. This plan must consider your current and future income and expenses. Remember, we can tailor a financial plan to suit your goals.
Review. The plans you made two or ten years ago may not be relevant to your current financial situation. Your career or personal goals may change, and as a result your financial needs may have changed too. Let our Financial Planning team at Pigot Miller Wilson review your financial plan to make sure you’re still on track to reach your goals.

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