At ivari, we want to talk about the importance of ensuring you have access to investment solutions that meet your specific needs. That means providing choice, opportunity and security.
Along with investment options, we also like to think that we’re offering you peace of mind. The kind that comes from knowing your savings are well cared for. With ivari, you can select an individual fund or a complete managed solution. Your independent financial advisor can help you choose the solution that's right for you.
Wouldn’t it be great to look forward to your retirement rather than worry about how you are going to manage financially when you are no longer working? The key to this security is having a well-planned retirement strategy and sticking to it. Through the planning process you will decide, with the help of your advisor, how much income you will need to enjoy the retirement you want. Once you understand your needs, you can put a strategy into action.
Are your family members prepared financially when you are gone? The answer to this question may make you realize how important estate planning is when it comes to protecting your assets during your lifetime and ensuring they are distributed according to your wishes after your death. Some common estate planning tools include wills, trusts, life and long-term care insurance.
Your financial advisor can help you structure an approach to investing which takes into account your personal investment style, your financial goals and your tolerance for risk. Whether you want to build a nest egg, secure a retirement income or have something completely different in mind, ivari has an investment solution to meet your needs