Ayr 07 4783 1767  |  Tsv 07 4779 2079

Investing

Want to grow your wealth but not sure how to go about it?

Our team at Grasso Financial Services is able to provide advice on the right investment for you.  A combination of any of the following options may be recommended to help you achieve your desired financial goal:

  • Managed funds
  • Direct equities
  • Investment and Education bonds
  • Term Deposits

Diversification of investments is considered when putting together a portfolio for our clients.  Diversification is a proven strategy to minimise the risk of losing capital and the risk of fluctuating investment returns.  It is another way of saying 'don't put all your eggs in one basket'.
Gearing (or borrowing) to invest is also an option. The key to gearing successfully is to choose quality investments which will provide you with a reliable income stream and sound capital growth.  It is important to keep gearing levels at a manageable level and to not over-commit.  A long term investment is generally preferred for this strategy.

If you would like advice on investing please make an appointment to see one of our advisers.

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What our Clients Say

John explains things very clearly in terms we can understand.  He always makes us feel very welcome and that we are an important part of his business. He also has a good head for share trading and has done very well for our portfolio.  He has a competent team working for him and that instils confidence that our investments are in good hands.

Maryann, Ayr
GRASSO FINANCIAL SERVICES

Individual Strategic Advice