5/5
“I wanted to make sure the business could continue without disruption. Granada helped us plan the transition properly, with clarity for everyone involved.”
Sandra Hill.
Corporate Manager
Investing
5
Mins Read
Smart Investing Strategies for Non-Profits to Support Future Growth
Feeling unsure about your investments?
Many Australians invest without a clear strategy. The right advice replaces uncertainty with confidence, helping you understand where your money is invested and why.
Feeling unsure about your investments?
Many Australians invest without a clear strategy. The right advice replaces uncertainty with confidence, helping you understand where your money is invested and why.
Feeling unsure about your investments?
Many Australians invest without a clear strategy. The right advice replaces uncertainty with confidence, helping you understand where your money is invested and why.
Want to grow your wealth more intentionally?
Long-term investing isn’t about chasing trends. A structured approach turns reactive decisions into a clear plan designed to support steady growth over time.
Want to grow your wealth more intentionally?
Long-term investing isn’t about chasing trends. A structured approach turns reactive decisions into a clear plan designed to support steady growth over time.
Want to grow your wealth more intentionally?
Long-term investing isn’t about chasing trends. A structured approach turns reactive decisions into a clear plan designed to support steady growth over time.
Already investing, but want reassurance?
Markets change, life evolves, and portfolios need adjusting. Ongoing investment advice provides clarity and confidence as conditions shift and opportunities arise.
Already investing, but want reassurance?
Markets change, life evolves, and portfolios need adjusting. Ongoing investment advice provides clarity and confidence as conditions shift and opportunities arise.
Already investing, but want reassurance?
Markets change, life evolves, and portfolios need adjusting. Ongoing investment advice provides clarity and confidence as conditions shift and opportunities arise.
Q: How do I invest with confidence when markets feel uncertain?
Q: How do I invest with confidence when markets feel uncertain?
You don’t need to time the market or chase the latest opportunity to invest well. Confidence comes from understanding that time in the market matters more than timing the market.
Markets will rise and fall, but long-term wealth is built by staying invested with a strategy designed to compound over time. When your portfolio is structured with patience and purpose, short-term volatility becomes part of the journey, not a reason to step aside.
We finally stopped second-guessing every decision.
“For a long time, retirement felt like something we should understand better, but didn’t. Granada helped us map out our super, investments, and income so we could clearly see when retirement was realistic and what our lifestyle could look like.”
Vivian & Sam Hansen.
Retired Professionals
For the first time, we can clearly see our portfolio compounding.
“We had cash and investments spread everywhere, but no real growth plan. Granada helped structure everything so our portfolio is actually working harder for us. Seeing consistent progress has been incredibly reassuring.”
Andrew Ma.
Business Owner
We finally stopped second-guessing every decision.
“For a long time, retirement felt like something we should understand better, but didn’t. Granada helped us map out our super, investments, and income so we could clearly see when retirement was realistic and what our lifestyle could look like.”
Vivian & Sam Hansen.
Retired Professionals
For the first time, we can clearly see our portfolio compounding.
“We had cash and investments spread everywhere, but no real growth plan. Granada helped structure everything so our portfolio is actually working harder for us. Seeing consistent progress has been incredibly reassuring.”
Andrew Ma.
Business Owner
We finally stopped second-guessing every decision.
“For a long time, retirement felt like something we should understand better, but didn’t. Granada helped us map out our super, investments, and income so we could clearly see when retirement was realistic and what our lifestyle could look like.”
Vivian & Sam Hansen.
Retired Professionals
For the first time, we can clearly see our portfolio compounding.
“We had cash and investments spread everywhere, but no real growth plan. Granada helped structure everything so our portfolio is actually working harder for us. Seeing consistent progress has been incredibly reassuring.”
Andrew Ma.
Business Owner
We finally stopped second-guessing every decision.
“For a long time, retirement felt like something we should understand better, but didn’t. Granada helped us map out our super, investments, and income so we could clearly see when retirement was realistic and what our lifestyle could look like.”
Vivian & Sam Hansen.
Retired Professionals
For the first time, we can clearly see our portfolio compounding.
“We had cash and investments spread everywhere, but no real growth plan. Granada helped structure everything so our portfolio is actually working harder for us. Seeing consistent progress has been incredibly reassuring.”
Andrew Ma.
Business Owner
We finally stopped second-guessing every decision.
“For a long time, retirement felt like something we should understand better, but didn’t. Granada helped us map out our super, investments, and income so we could clearly see when retirement was realistic and what our lifestyle could look like.”
Vivian & Sam Hansen.
Retired Professionals
For the first time, we can clearly see our portfolio compounding.
“We had cash and investments spread everywhere, but no real growth plan. Granada helped structure everything so our portfolio is actually working harder for us. Seeing consistent progress has been incredibly reassuring.”
Andrew Ma.
Business Owner
We finally stopped second-guessing every decision.
“For a long time, retirement felt like something we should understand better, but didn’t. Granada helped us map out our super, investments, and income so we could clearly see when retirement was realistic and what our lifestyle could look like.”
Vivian & Sam Hansen.
Retired Professionals
For the first time, we can clearly see our portfolio compounding.
“We had cash and investments spread everywhere, but no real growth plan. Granada helped structure everything so our portfolio is actually working harder for us. Seeing consistent progress has been incredibly reassuring.”
Andrew Ma.
Business Owner
We finally stopped second-guessing every decision.
“For a long time, retirement felt like something we should understand better, but didn’t. Granada helped us map out our super, investments, and income so we could clearly see when retirement was realistic and what our lifestyle could look like.”
Vivian & Sam Hansen.
Retired Professionals
For the first time, we can clearly see our portfolio compounding.
“We had cash and investments spread everywhere, but no real growth plan. Granada helped structure everything so our portfolio is actually working harder for us. Seeing consistent progress has been incredibly reassuring.”
Andrew Ma.
Business Owner
We finally stopped second-guessing every decision.
“For a long time, retirement felt like something we should understand better, but didn’t. Granada helped us map out our super, investments, and income so we could clearly see when retirement was realistic and what our lifestyle could look like.”
Vivian & Sam Hansen.
Retired Professionals
For the first time, we can clearly see our portfolio compounding.
“We had cash and investments spread everywhere, but no real growth plan. Granada helped structure everything so our portfolio is actually working harder for us. Seeing consistent progress has been incredibly reassuring.”
Andrew Ma.
Business Owner
We finally stopped second-guessing every decision.
“For a long time, retirement felt like something we should understand better, but didn’t. Granada helped us map out our super, investments, and income so we could clearly see when retirement was realistic and what our lifestyle could look like.”
Vivian & Sam Hansen.
Retired Professionals
For the first time, we can clearly see our portfolio compounding.
“We had cash and investments spread everywhere, but no real growth plan. Granada helped structure everything so our portfolio is actually working harder for us. Seeing consistent progress has been incredibly reassuring.”
Andrew Ma.
Business Owner
We finally stopped second-guessing every decision.
“For a long time, retirement felt like something we should understand better, but didn’t. Granada helped us map out our super, investments, and income so we could clearly see when retirement was realistic and what our lifestyle could look like.”
Vivian & Sam Hansen.
Retired Professionals
For the first time, we can clearly see our portfolio compounding.
“We had cash and investments spread everywhere, but no real growth plan. Granada helped structure everything so our portfolio is actually working harder for us. Seeing consistent progress has been incredibly reassuring.”
Andrew Ma.
Business Owner
We finally stopped second-guessing every decision.
“For a long time, retirement felt like something we should understand better, but didn’t. Granada helped us map out our super, investments, and income so we could clearly see when retirement was realistic and what our lifestyle could look like.”
Vivian & Sam Hansen.
Retired Professionals
For the first time, we can clearly see our portfolio compounding.
“We had cash and investments spread everywhere, but no real growth plan. Granada helped structure everything so our portfolio is actually working harder for us. Seeing consistent progress has been incredibly reassuring.”
Andrew Ma.
Business Owner
We finally stopped second-guessing every decision.
“For a long time, retirement felt like something we should understand better, but didn’t. Granada helped us map out our super, investments, and income so we could clearly see when retirement was realistic and what our lifestyle could look like.”
Vivian & Sam Hansen.
Retired Professionals
For the first time, we can clearly see our portfolio compounding.
“We had cash and investments spread everywhere, but no real growth plan. Granada helped structure everything so our portfolio is actually working harder for us. Seeing consistent progress has been incredibly reassuring.”
Andrew Ma.
Business Owner
How An Expert Advisor Can Help
How An Expert Advisor Can Help
How An Expert Advisor Can Help
Investment Advice Means:
Creating a strategy built around you
We start by understanding your goals, timeframes, and comfort with risk, then shape a tailored investment approach aligned to what you’re working towards.
Creating a strategy built around you
We start by understanding your goals, timeframes, and comfort with risk, then shape a tailored investment approach aligned to what you’re working towards.
Creating a strategy built around you
We start by understanding your goals, timeframes, and comfort with risk, then shape a tailored investment approach aligned to what you’re working towards.
Investing in a tax-smart way
Tax is considered throughout the process, helping more of your investment returns stay working hard for you.
Investing in a tax-smart way
Tax is considered throughout the process, helping more of your investment returns stay working hard for you.
Investing in a tax-smart way
Tax is considered throughout the process, helping more of your investment returns stay working hard for you.
Building a portfolio that makes sense
Your investments are structured through thoughtful asset allocation and diversification, designed to support steady growth while managing risk.
Building a portfolio that makes sense
Your investments are structured through thoughtful asset allocation and diversification, designed to support steady growth while managing risk.
Building a portfolio that makes sense
Your investments are structured through thoughtful asset allocation and diversification, designed to support steady growth while managing risk.
Keeping your portfolio on track
Regular performance reviews ensure your portfolio stays aligned as markets move and circumstances change.
Keeping your portfolio on track
Regular performance reviews ensure your portfolio stays aligned as markets move and circumstances change.
Keeping your portfolio on track
Regular performance reviews ensure your portfolio stays aligned as markets move and circumstances change.
Managing risk for the long-term
A considered approach helps navigate market ups and downs, aiming to protect your capital while remaining invested.
Managing risk for the long-term
A considered approach helps navigate market ups and downs, aiming to protect your capital while remaining invested.
Managing risk for the long-term
A considered approach helps navigate market ups and downs, aiming to protect your capital while remaining invested.
Ongoing guidance as life evolves
As your life evolves, your advice does too, with regular check-ins, clear guidance, and ongoing portfolio management.
Ongoing guidance as life evolves
As your life evolves, your advice does too, with regular check-ins, clear guidance, and ongoing portfolio management.
Ongoing guidance as life evolves
As your life evolves, your advice does too, with regular check-ins, clear guidance, and ongoing portfolio management.
Complete This Form To Unlock Your Personalised Wealth Plan
A deep dive into our diversified approach designed to help your money work harder over time.
Frequently Asked Questions
Frequently Asked Questions
Frequently Asked Questions
Got Questions?
We’re Here to Help
Q.
What does investment advice actually involve?
Many people invest, but few have a strategy that connects everything they own. Advice helps uncover overlaps, gaps, unnecessary risk, and missed tax efficiencies. Often, small structural changes can make a bigger difference than simply choosing “better” investments.
A.
Q.
What does investment advice actually involve?
Many people invest, but few have a strategy that connects everything they own. Advice helps uncover overlaps, gaps, unnecessary risk, and missed tax efficiencies. Often, small structural changes can make a bigger difference than simply choosing “better” investments.
A.
Q.
What does investment advice actually involve?
Many people invest, but few have a strategy that connects everything they own. Advice helps uncover overlaps, gaps, unnecessary risk, and missed tax efficiencies. Often, small structural changes can make a bigger difference than simply choosing “better” investments.
A.
Q.
What does investment advice actually involve?
Many people invest, but few have a strategy that connects everything they own. Advice helps uncover overlaps, gaps, unnecessary risk, and missed tax efficiencies. Often, small structural changes can make a bigger difference than simply choosing “better” investments.
A.
Q.
Do I really need investment advice if I already invest?
Q.
Do I really need investment advice if I already invest?
Q.
Do I really need investment advice if I already invest?
Q.
Do I really need investment advice if I already invest?
Q.
When is the right time to seek investment advice?
Q.
When is the right time to seek investment advice?
Q.
When is the right time to seek investment advice?
Q.
When is the right time to seek investment advice?
Q.
How do you manage investment risk?
Q.
How do you manage investment risk?
Q.
How do you manage investment risk?
Q.
How do you manage investment risk?
Q.
How do you manage investment risk?
Q.
How do you manage investment risk?
Q.
How do you manage investment risk?
Q.
How do you manage investment risk?
Helpful Articles.
Helpful Articles.
Helpful Articles.
All Financial Services
Explore all the ways we can help you optimise your financial future.
Explore all the ways we can help you optimise your financial future.
Investment Advice
We design tailored strategies across property, equities, and fixed-income portfolios to grow your wealth with clarity, confidence, and long-term purpose.
Investment Advice
We design tailored strategies across property, equities, and fixed-income portfolios to grow your wealth with clarity, confidence, and long-term purpose.
Investment Advice
We design tailored strategies across property, equities, and fixed-income portfolios to grow your wealth with clarity, confidence, and long-term purpose.
Investment Advice
We design tailored strategies across property, equities, and fixed-income portfolios to grow your wealth with clarity, confidence, and long-term purpose.
Retirement & Superannuation
We create clear, tax-efficient retirement strategies that build passive income and ensure your wealth supports the lifestyle and legacy you envision.
Retirement & Superannuation
We create clear, tax-efficient retirement strategies that build passive income and ensure your wealth supports the lifestyle and legacy you envision.
Retirement & Superannuation
We create clear, tax-efficient retirement strategies that build passive income and ensure your wealth supports the lifestyle and legacy you envision.
Retirement & Superannuation
We create clear, tax-efficient retirement strategies that build passive income and ensure your wealth supports the lifestyle and legacy you envision.
Income Solutions
Our income solutions help turn your wealth into reliable income, so you can spend with confidence and worry less about the future.
Income Solutions
Our income solutions help turn your wealth into reliable income, so you can spend with confidence and worry less about the future.
Income Solutions
Our income solutions help turn your wealth into reliable income, so you can spend with confidence and worry less about the future.
Income Solutions
Our income solutions help turn your wealth into reliable income, so you can spend with confidence and worry less about the future.
Tax Planning
Our proactive tax strategies help reduce unnecessary costs, optimise your structures, and keep more of your hard-earned wealth working for you.
Tax Planning
Our proactive tax strategies help reduce unnecessary costs, optimise your structures, and keep more of your hard-earned wealth working for you.
Tax Planning
Our proactive tax strategies help reduce unnecessary costs, optimise your structures, and keep more of your hard-earned wealth working for you.
Tax Planning
Our proactive tax strategies help reduce unnecessary costs, optimise your structures, and keep more of your hard-earned wealth working for you.
Insurance & Risk Management
From income protection to estate planning, we help safeguard your lifestyle, family, and business so you can move forward with confidence, no matter what.
Insurance & Risk Management
From income protection to estate planning, we help safeguard your lifestyle, family, and business so you can move forward with confidence, no matter what.
Insurance & Risk Management
From income protection to estate planning, we help safeguard your lifestyle, family, and business so you can move forward with confidence, no matter what.
Insurance & Risk Management
From income protection to estate planning, we help safeguard your lifestyle, family, and business so you can move forward with confidence, no matter what.
Business Succession Planning
We help you build a clear succession roadmap so you can step back, sell, or transition your business on your own terms, without financial or legal stress.
Business Succession Planning
We help you build a clear succession roadmap so you can step back, sell, or transition your business on your own terms, without financial or legal stress.
Business Succession Planning
We help you build a clear succession roadmap so you can step back, sell, or transition your business on your own terms, without financial or legal stress.
Business Succession Planning
We help you build a clear succession roadmap so you can step back, sell, or transition your business on your own terms, without financial or legal stress.
Estate Planning
We structure your estate to minimise tax, protect assets, and ensure your wealth is passed on smoothly to the right people, exactly as you intend.
Estate Planning
We structure your estate to minimise tax, protect assets, and ensure your wealth is passed on smoothly to the right people, exactly as you intend.
Estate Planning
We structure your estate to minimise tax, protect assets, and ensure your wealth is passed on smoothly to the right people, exactly as you intend.
Estate Planning
We structure your estate to minimise tax, protect assets, and ensure your wealth is passed on smoothly to the right people, exactly as you intend.
Investing for Non-Profits
We partner with charities and non-profits to help them invest their funds strategically, ensuring their capital works harder to support long-term missions.
Investing for Non-Profits
We partner with charities and non-profits to help them invest their funds strategically, ensuring their capital works harder to support long-term missions.
Investing for Non-Profits
We partner with charities and non-profits to help them invest their funds strategically, ensuring their capital works harder to support long-term missions.
Investing for Non-Profits
We partner with charities and non-profits to help them invest their funds strategically, ensuring their capital works harder to support long-term missions.
Book Your 30-Minute Wealth Strategy Session
Once you're booked in, make sure to download and complete the Financial Snapshot Form then email it to info@grandawa.com.au so we can make the most of your session.
Book Your 30-Minute Wealth Strategy Session
Once you're booked in, make sure to download and complete the Financial Snapshot Form then email it to info@grandawa.com.au so we can make the most of your session.
Book Your 30-Minute Wealth Strategy Session
Once you're booked in, make sure to download and complete the Financial Snapshot Form then email it to info@grandawa.com.au so we can make the most of your session.
Specialised Services
Specialised Services
Specialised Services