Investing for Income

At Sheehan Financial, we specialise in thorough management of your investment portfolio, tailoring our services to suit your unique financial goals. This encompasses everything from your savings, stocks, shares, to bonds, all presented on a user-friendly platform that clearly summarises your financial position.

1. Tailored Income Solutions

We provide a comprehensive range of investment avenues, including:

Managed Funds: Professionally managed investment portfolios designed to optimize income generation.
Bonds: Fixed-income securities that offer regular interest payments and stability.
Share Investments: Dividend-paying stocks that can deliver consistent income streams.
Property Investments: Real estate opportunities that not only appreciate over time but also provide rental income.

3. Importance of Asset Allocation

When investing for income, it is crucial to ensure your asset mix can withstand inflation while offering adequate diversification to protect your investments. Our strategies focus on constructing a portfolio that balances risk and returns effectively.

2. Our Investment Philosophy

We believe in the power of diversification to minimise risk and maximise returns. Our smart diversification strategy incorporates a wide range of investment classes with geographic and asset class variety, including:

Compounding Interest: Many of our funds allow your investments to compound over time or provide regular income payouts, depending on your preference.
Flexible Withdrawals: Enjoy the flexibility to make partial withdrawals at any time.
Lump Sum Investments: You can also opt for lump sum payments into the investment funds.
Tax Advantages: Our PIE funds provide tax benefits, enhancing your investment income.
Liquidity: A majority of our investments offer strong liquidity, enabling easy access to your funds within 3-5 working days.
Regular Updates: Stay informed with high-quality updates about your investments, accessible anytime through our online platform.

Start Your Income Investment Journey

If you are a retired client looking to enhance your income through smart investments, we invite you to explore our tailored solutions. Contact us today to learn more about how we can help you build a sustainable income stream that aligns with your retirement goals