Assessing your investment needs

Every investor has individual financial needs due to varying circumstances. Those circumstances quite often change over the years, and an IMA's objectives can adapt to meet those changing needs. Investors financial goals often include:

An investor might rely on share investments for money to live on, and therefore desire to be paid a monthly 'salary'. Alternatively, a share portfolio might represent an important supplement to income, so perhaps a less regular payment is required.

Some investors have a high income already and so are looking for maximum capital growth from their share investments.

Perhaps the investor is relying on share investments for retirement security. Leyland Private Asset Management has expertise in managing the share investments for self-managed superannuation funds.

Some investors are looking for a balance of regular income and capital gain.

It maybe a priority not to invest in certain stocks or sectors, such as gambling or tobacco, or an investor might have a conflict of interest which needs to be considered.