Investment Advice

Investments (Managed Funds)

What is a managed fund?

A managed fund is a professionally managed investment portfolio that individual investors can buy into, purchasing 'units' rather than shares.

Each managed fund has a specific investment objective and will invest into different types of asset classes such as:
• Shares
• Property
• Government and Corporate Bonds
• Cash

How we can assist you:
✓ We will construct a diversified managed fund portfolio tailored to your risk tolerance and goals.
✓ To assist with minimising investment risk, we will diversify your investments across a range of asset classes, companies, industries, sectors and countries.
✓ We will customise your portfolio to suit your income or growth needs by selecting managed funds which are compatible with these needs.

Investments (Annuities)

What is an annuity?

An annuity is a secure financial product which provides you with a series of regular payments in return for a lump-sum investment.

How we can assist you:

Through the use of annuities, our advice will ensure that you:

✓ Receive a regular, reliable income not affected by sharemarket movements
✓ Receive a Fixed rate of return
✓ Potential increase in aged pension entitlements

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