Profile Financial Services has appointed Kelly Lindsell as a senior financial planner in its Parramatta office. She is joining a team that is supporting clients in Western Sydney and the firm’s country clients in Mudgee and Dubbo.
objectives-based investing
Managing wealth to objectives
Objectives-Based Investing (OBI) or Goals-Based Investing describes not only an investment philosophy, but also a method of implementation that sets it apart from traditional financial planning.
What is Objectives-Based Investing?
Objective-Based Investing (OBI for short) is an investment approach that seeks to align investments and portfolios with the client’s specific needs and objectives. The result is one or more customised portfolios each designed to achieve a specific desired outcome over a defined period with a high probability of success.
Building an objectives-based investment strategy
Objective-Based Investing (OBI) is an investment approach that seeks to align investments and portfolios with the client’s specific needs and objectives.