Opportunities to invest abound, and while investing can be simple, it’s not always easy. Our expert professionals can help you manage your investments and open the door to financial success.
Shrewd investments help businesses create multiple income sources for the company, protecting it from financial crisis through diversified income streams. They generate additional income and increase your business’s net worth. Investing wisely can protect your business during economic downtowns; but what if you don’t know the first thing about business investment? Don’t worry, you’re not alone – many business owners have little experience in the investment sphere. That’s just another area where we can help.
Businesses have a great deal of benefit to gain from wise investments, and we can help you find and secure them. We can analyse your investment portfolio and provide thorough and detailed insights into where your finances are currently sitting and where they should be headed. We can advise on the wisdom of potential investments and help you develop a sound investment strategic plan that will help secure the future of your business. And we can help prevent the investment mistakes that businesses commonly make.
It’s a smart business move to access our wealth of experience in the investment arena – contact us today to help diversify your businesses’ financial assets.
Meet our Advisors
Matt Long
GradDipFinPlan, B.Com
Associate and Senior Financial Advisor
Matt has held a licence to provide financial advice since 2005 and enjoys impacting the attitudes of his clients towards financial wellbeing. He assists business owners and professionals to build and then transition to retirement.
Darren Morris
AdvDipFP, B.Comm, CFP®
Associate and Senior Financial Advisor
Darren has been providing holistic financial planning advice since 2007 and joined the Opal team in 2016. He holds the Certified Financial Planner designation, which is the highest standard in financial planning worldwide.