The key to successful investing is diversification…
This spreads your money across a range of investments to take advantage of different markets and control overall risk.
Ideally you should be able to invest in shares, property trusts, fixed interest and managed investments in a mix that best suits your savings objectives, and income and capital growth needs.
The simplest, most flexible way to invest for the future is through a portfolio management service. This is a comprehensive package that offers:
- efficiently handles all transactions
- provides investment research
- gives regular performance reports and recommendations
- removes most of the paperwork and complexity
With a good portfolio management service you can invest in a personal investment account, a superannuation account, or a retirement income account and take full advantage of lower investment charges, as well as any taxation and social security benefits that are available to you. We can recommend a portfolio of investments, implement your chosen plan and provide an ongoing review process.