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Seams Jeans

Brian and Gail own Seams Jeans and have been a client of yours since they first started their retail online clothing store.

You’re meeting them today to help them achieve the next phase of their business goals but they’ve also mentioned something of a personal nature.

When you called to set up the meeting, they mentioned an inheritance and at first, you’re thinking they might want to talk about expanding their business or investing their excess funds into property.

You recall the conversation...

The Inheritance

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Hi. We’ve inherited $50,000 and want to do something beneficial with it. We’ve identified a property in Berry for $580,000. What do you think?

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Think diversification

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You often hear from both personal and business clients that property investment is the easiest and safest option. You have some alternatives that Brian and Gail might consider.

Property is always a possibility, but it is only one of the four main asset classes for investing. There are benefits in diversification across the four main asset classes which are Cash, Fixed Interest, Property and Shares.
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A good question

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Brian and Gail ask the right question!

Why is diversification a good idea?
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