Let’s talk about…investment planning
At ivari, we provide choice, opportunity and security when it comes to your investments.
With ivari, you can select an individual fund or a complete managed solution. Your financial advisor can help you choose the solution that's right for you.
Find the right solution for you.
Retirement planning
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 is having a well-planned retirement strategy and then sticking to it. Through the planning process you and your financial advisor will determine how much income you will need to enjoy the retirement you want. Once you understand your needs, you can put a strategy into action.
Estate planning
Are your family members prepared financially for when you are gone? Estate planning can help protect 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 insurance and long-term care insurance.
Investing
Your financial advisor can help you find investments which take 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.