Do you hold shares, property and cash within your portfolio? Do you know the mix or allocation of those assets? I detail why asset allocation is an integral part of any investment strategy.
To discuss whether your asset allocation can be improved or whether your portfolio needs to be rebalanced, please contact your Morgans adviser or nearest Morgans office.
Disclaimer: The information contained in this report is provided to you by Morgans Financial Limited as general advice only, and is made without consideration of an individual's relevant personal circumstances. Morgans Financial Limited ABN 49 010 669 726, its related bodies corporate, directors and officers, employees, authorised representatives and agents (“Morgans”) do not accept any liability for any loss or damage arising from or in connection with any action taken or not taken on the basis of information contained in this report, or for any errors or omissions contained within. It is recommended that any persons who wish to act upon this report consult with their Morgans investment adviser before doing so.