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Wollongong Moss Vale Sutherland Shire
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Investments

Investments can help whatever your goals may be, whether you are saving for retirement, buying a house, or setting funds aside for a rainy day. Investment planning starts with assessing your financial goals, understanding your investment needs, and then determining your investment preferences.

At Eucha Private Wealth, we discuss the pros and cons of various investment alternatives available and the potential suitability of these to your personal circumstances.

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Understanding Investments

At Eucha Private Wealth, we understand how different investments work and how to manage them. Setting up an investment structure is an important step of investing, and it can be as varied as the investment choices that are available.

Whether you are new to investing or have some experience, Diversified investment portfolios can provide different returns, and they can also help to protect your wealth. Eucha Private Wealth helps with your investment choice by taking into consideration your investment goals, needs, and objectives, and why you are investing when determining the right plan for you going forward.

Smart Investing

There are many different investment strategies to consider which all depend on your personal circumstances and stage of life. Eucha Private Wealth provides personal, holistic financial advice via smart investing. We help you see the bigger picture to create your own personal financial plan, which takes the emotions out of investing to achieve your goals and objectives.

Investment Risks

Investing comes with risks. Having a good investment strategy and working with a trusted Eucha Private Wealth adviser can help manage those risks and navigate the ever – changing domestic and global factors that can affect your investments.

Types of Investments

There are various types of investments that can help grow your wealth and provide income or a combination of both. There are many types of investments; the most common are Shares, Managed Funds, Bonds, Property, and Cash.

Investments can be classified as growth or defensive investments. Growth investments are generally higher risk and offer the potential for higher investment returns. Defensive investments are generally lower risk, and they aim to provide income and protect capital.

At Eucha Private Wealth, we can help you get the balance right to suit your personal circumstances.

Technical Expertise

At Eucha Private Wealth, we can be your financial guide. We can help you navigate through the world of domestic and international investments. We explain all the jargon, we understand that domestic and world events affect investment markets, and we can explain how these can impact investments and asset classes accordingly.

InvestmentsRetirement & Income PlanningGrowing your SuperannuationSelf-Managed Super Fund (SMSF)Redundancy & Lump Sum Money AdviceFamily & Business ProtectionAged Care PlanningEstate PlanningOngoing Help & Support

Testimonials

“Jamie provided us with advice on life insurance which we were particularly grateful for during a recent cancer diagnosis. Over the years he has also provided us with advice on self-managed superannuation, estate planning and retirement planning. The expertise and attention to detail with which he has handled our financial affairs could not be faulted.”

Anne & Colin

“Jamie Hynds has been my financial planner adviser for a few years now. I have found Jamie’s knowledge and understanding of my requirements of my portfolio to be excellent. He always keeps me informed of any changes or updates when needed. Without a doubt I would highly recommend Jamie re-advice with the financial sector.”

Judy

“We have been with Jamie for 5+ years now. I found him to be honest and reliable he keeps you up-to-date, calls if you have any issues, when we go into meetings he explains everything and tells you everything that he’s going to be doing with the wealth and money. I’m very happy with what he’s doing with us and keeping us going for many years to come. Would recommend him to anyone who is interested in retiring or investing.”

Steve & Karen

“We have been clients of Jamie Hynds for approximately 9 years and have always found him to be reliable and truthful. Jamie has always shown to us the highest level of communication, knowledge, and professionalism. We have always felt extremely confident that Jamie has our best interest at heart and makes us comfortable that we could not be in a better hand in regards to our financial future.”

Rhonda & Gary

“Since 2016 my husband and I have had the pleasure of Jamie’s advice with regard to retirement and general business and have found his advice both precise and to our benefit. He is both personal and professional in his dealings. Should you have questions you can guarantee he has time for you. We wish him well.”

M & K

“When our former adviser closed down and we were looking for a new adviser, Eucha was recommended to us. We found Eucha very helpful and efficiently transferred all our details across. We have no worries in recommending them for all your financial advice.”

Colin & Meryl

“Jamie has assisted us with our retirement planning over the last 9 years. We have found him to be open and honest and always available to discuss any issues. He is committed to helping us achieve the best possible financial outcomes for our future.”

John & Helen

“Jamie Hynds has been our Financial Advisor for the past 12 years. During that time he has been most informative in all aspects of our investments. He takes the time to really ensure we understand where and how our funds are invested. He has a professional and genuine approach when dealing with his clients.”

Roy & Teresa

“I first met Jamie when we sought his advice in the handling of my mother’s financial affairs on entering age care. On mum’s passing I continued my association with Jamie and have been extremely happy with his professional service and advice.”

Lynette

“Jamie helped me to restructure and manage my Self-Managed Super Fund with clear and detailed understanding. I now have confidence and clarity working towards a retirement plan.”

Tony

“Since 2007 Jamie Hynds (at this time working with Westpac) advised us in all our financial questions like Superannuation,  Financial Planning and Correspondence with Centrelink. Jamie works very professional, does everything in writing and follows up. He is honest and we trust him full with his advice. Never in all the years he did disappoint us. With his help we moved easily from working life into the Retirement.”

Herbert & Eva

“We have known Jamie for several years when he was working for Westpac before starting up his own business as Eucha. He has always been very friendly and helpful in handling our finances. Looking forward for everything to continue for many years to come.”

Heather & Peter