With COVID-19 restrictions easing, many businesses are making plans for what the “new normal” will mean for their operational activities. This includes deciding on how to deal with any available cash on the balance sheet. Among the funds under TPT Wealth’s management, we see a trend of increased new investments in both number and amount. It seems that at least some businesses are drawing less on their assets for their economic survival.

With interest rates at record lows over an extended period of time, and many market uncertainties still in place, finding a suitable investment for you and your business can be a difficult task. You have the opportunity now to revisit your risk profile and your goals: if you are investing with a mid- to long-term perspective, how important are short term fluctuations in the current context for you to address?

And, does your current investment portfolio help you achieve your financial goals?

At TPT Wealth, we have managed investments on behalf of our clients for over 30 years throughout many economic cycles. Just one of the reasons why: ‘we are the long game’.

Our highly professional, experienced and hardworking investment management team work with both individual and corporate clients. We combine the money from many individual investors into one large pool of funds. Our investment managers then invest these funds into assets that are not often available to smaller, individual investors. TPT Wealth’s Income Funds, for example, aim at providing investment returns at competitive variable rates paid monthly in the form of a distribution to the investors.

Click here for current rates of return.

Past performance is not a reliable indicator of future performance and there is a risk that an investment will achieve lower than expected returns.

It is vital that you understand the risks associated with managed investment funds, as they are not like a bank deposit or term deposit and have a completely different risk profile. Accordingly there is a higher risk of losing some or all of your investment than is the case with a bank deposit. It is also essential that you read the relevant Product Disclosure Statement PDS and other disclosure documents including Financial Services Guide, Privacy Policy, Benchmark Disclosure Reporting and continuous disclosures, and you consider seeking independent professional financial, legal and taxation advice before deciding to invest.

Contact us to learn more about the managed investment options that we offer, or with any other question.