Mentor Financial Services

myWealth

Lump Sum Investments

Perhaps you have sold an asset, been made redundant or received an inheritance. If you have a lump sum of cash and are looking at investment options please come and meet with one of our Financial Planners. We will discuss your objectives, your time frame and your risk tolerance with the objective of tailoring an investment portfolio that meets your needs.

Generally, the greater an asset's potential return, the greater the risk of loss - especially over the short term. This is why it's so important to choose an investment that suits your goals, time frame and attitude to risk.

It is important to note that small differences in annual returns can make big differences over the long term. For example, a $100,000 investment that returns 10% will become $259,374 over 10 years, whereas if it only returned an annual rate of 6% the figure would be $196,715 - over 24% less.

Financial Services -  Saving Plans

Corporate Brochure

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