Rice Warner have recently published their report which analyses the $2.2 trillion in investments held outside superannuation and the family home.
How do you compare to the average Australian of your age? No surprises where most Australian’s keep their wealth.
Source: http://ricewarner.com/investor-preferences-by-age-and-wealth/
Check out the report here.
By Ray Ong
Contact us on 08 9381 6811 for a complimentary consultation. Ray is a holistic, CERTIFIED FINANCIAL PLANNER® and LIFE RISK SPECIALIST® and has a Bachelor’s of Commerce in Financial Planning (with distinction). He is a member of The Financial Planning Association of Australia. We are based in Perth, Western Australia and specialise in retirement planning, wealth accumulation and wealth protection (life and disability insurance).