Vector Wealth

17/12/2024

Introducing new "employees" to BATS & Vector Wealth.

Barry & Victoria 👫

17/12/2024

17/12/2024

Shocking! Grinchy has been making his way around the office today putting little presents on everyone's desk! 😱

....Thank you Tennille, we don't deserve you 🫶🏻💕🎁

Vector Wealth

01/02/2023

Protecting your wealth, lifestyle and business is as important as building it. Ask yourself the hard 'what if' questions.

Vector Wealth offers a range of fully researched insurance products that balance protection with value for money.

Whatever protection your wealth needs, we help provide peace of mind.

31/01/2023

The right asset allocation varies from person to person.

It depends on your personal circumstances and investment goals.

The three most important factors are:

1. How long do you have to invest? Will you need access to your funds in a few years or can you leave them invested for many years?

2. What returns do you want to achieve? Will you meet your investment goals if you only achieve a return of 10% per annum, or do you need investments that can provide 15% per annum?

3. How much risk are you prepared to accept? Would you be comfortable if your portfolio could fall by up to 5% over your investment time frame? What if, in any one-year period, it could fall by more than 20%?

25/01/2023

Protecting your wealth, lifestyle and business is as important as building it.

Ask yourself the hard 'what if?' questions.

Vector Wealth offers a range of fully researched insurance products that balance protection with value for money.

Whatever protection your wealth needs, we help provide peace of mind.

23/01/2023

How do we come up with the asset allocation to get the best returns for different levels of risk?

We have to calculate the ‘efficient frontier’.

The efficient frontier is the combination of asset classes (that is, the asset allocations) that provide the best return for each level of risk.

Even on the efficient frontier, there are hundreds of asset allocations to choose from.

To make the selection process easier, we provide a small number of asset allocations at various points on the efficient frontier.

These are known as ‘benchmark portfolios’.

19/01/2023

How do you start?

How much can you afford?

What will your short-, medium- and long-term goals be?

What will your savings milestones look like?

Your financial adviser can develop a plan that works for you and helps you meet the goals you set.

17/01/2023

How do I protect my family and my business?

How do I manage my super or SMSF?

How do I make sure that I don't just retire, but retire in style?

How do I make the most of my divorce settlement?

How do I supercharge the value of my assets?

Sometimes you need someone you can trust to tackle the hard questions.

Talk to our experienced financial advisers about how we can help.

11/01/2023

“No matter where you are on your financial journey, we’ll help you achieve your dream future”.

09/01/2023

The longer you invest, the more performance data you collect.

Performance data allows you and your financial advisor to predict the performance outcomes possible with your investments.

Of course, past performance isn’t a reliable indicator of future performance, but it can help you make more informed investment decisions.