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Investing can help you build wealth over the medium to longer term.

How we can help you build wealth?


Over recent years, investment markets have experienced some ups and downs. While you can’t eliminate all investment risk, you can reduce the risks of volatility within investment markets and reduce any potential losses on your investments over the longer term.

Firstly, it’s important to understand your investment goals and your timeframe for investing. If your goal is to buy a new home within 12 months, your investment choices will be different from those if you were investing to secure a comfortable lifestyle when you retire in 15 years.

It’s also important to diversify your investments. By diversifying across different investments and asset classes, you can reduce potential losses should an investment or asset class perform poorly over any given period.

What investment goals do you aim to achieve over the short, medium and long term? For example, funding your children’s education, buying a home or retiring early?


Select suitable investments for your portfolio depending on your investment goals and time frame for investing. Options can include cash, fixed interest, shares, managed funds, exchange traded funds (ETFs) and listed investment companies (LICs).


By investing regularly, you can take advantage of fluctuating prices in investment markets thereby smoothing returns over the longer term.


Depending on your life stage, select suitable investment options within your super fund to reduce volatility and maximise returns over the longer term.


By diversifying your investments across different asset classes and within asset classes, you can reduce the effects of market volatility over the longer term.

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General Advice Disclaimer
All of the material published on this website is for information purposes only and does not constitute advice. This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a Financial Adviser, whether the information is appropriate in light of your particular needs and circumstances.
Dougherty Financial Services Pty Ltd ABN 70 717 487 005 (Trading as Westlwan Wealth Advice) Corporate Authorised Representative 328595 of Libertas Financial Planning Pty Ltd ABN 27 160 419 134 AFSL No. 429718. Please note that Libertas Financial Planning Pty Ltd is not responsible for the advice and services provided by Westlawn Finance Limited, Westlawn Insurance Brokers Pty Ltd, Westlawn Life Insurance Pty Ltd or Westlawn Business Services Pty Ltd.