Wealth Creation
Investments
No matter how much or how little money you have, financial planning is about making the most efficient use of the money that you have. As experienced advisers with over 30 years of experience (combined), we can assist you in making investment choices to gain the best possible results and maximise returns. We have access to the latest information from key market sources.
We provide access to the following investments:
- Australian Equities
- International Equities
- Cash/Fixed Interest
- Property Trusts
- Hedge Funds
- Socially Responsible Investments
Margin Lending
Margin lending (or Gearing) is a tax effective way of borrowing against your share and managed fund investments to increase the overall value of your portfolio. Put simply, it is a strategy of borrowing money to make an investment.
Margin Lending increases the value of your investments allowing greater diversification and potential returns with tax deductible interest. However, it is not a suitable investment strategy for everyone. We can advise whether margin lending and or Gearing is worthwhile for you. There are many types of gearing facilities, these in appropriate order of finance costs (lowest to highest) include:
- Geared Share Funds
- Home Equity Loans
- Margin Lending, including installment gearing
- Installment Warrants
Protected Equity Loans and other structured debt products.
Superannuation
Superannuation, following recent government changes, has made it one of the most tax effective ways of investing to accumulate wealth for retirement and it is vital that you maximise the value for your superannuation dollar.
We provide advice on personal and corporate superannuation as well as Self Managed Superannuation Funds., including administration and investing.
We will consider your needs and work with you to develop a superannuation strategy which will assist you in achieving your financial objectives
