When it comes to working out where to invest, the decisions you make can have a significant difference on the returns. With so many investment opportunities around, it’s a challenge to weigh up the pros and cons and make decisions that have a direct impact on your financial wellbeing. Let us help.
We’re not like most consultants. Because we charge a fee for our service, we’re free to recommend the best products to meet your needs, instead of being driven by commission or incentives like so many other consultants out there. Over the life of an investment, that can add up to a significant saving for you.
Once we get to know you and your needs, we proactively put together an investment strategy suited to your attitude to risk. We have a full Australian Financial Services License and can advise you on the following products:
- Direct shares and other listed securities or derivatives
- Managed funds / Unit trusts
- Managed investment schemes
- Superannuation funds, rollovers, allocated pensions and annuities
- Real estate (direct, managed and syndication's)
- Insurance / Investment bonds
- Banking and deposit products
If you’re interested in other kinds of investment, we also have access to a wide range of specialist consultants who can help with investment solutions outside our areas of expertise.