Any form of investment will have advantages and disadvantages. Generally speaking, with property you may benefit from receiving an ongoing rental income, capital growth and tax deductions on the investment, but you may also be exposed to high setup costs, a lag time selling the investment property if the market is slow to respond and difficulty leasing the property if the rental market is weak.
Shares may be able to provide you with an income, capital growth and tax deductions on the interest. However, there are also high setup costs, market volatility and a long investment timeframe to consider.

Before committing to a preferred method of investment, you should work through a few initial questions:

  1. Why do you want to invest? What is the goal you are trying to achieve and do you need to invest to get you there?
  2. How will an investment impact your lifestyle now and in to the future?

Asking the right questions is a great way to work out whether you need help with your financial planning goal. If you would like to find out more about how we can help you, book an initial meeting with us and let’s start the conversation.