Ensuring you have an understanding of what investment options exist including:
Managed fund investments
Different investment structures
Low risk investments strategies
Growth investment strategies
Absolute return investment strategies
Tax-effective investment strategies
Ongoing review of the performance of your investments
The assessment of income and capital gains tax implications
Closely working with your tax advisor where appropriate
Investment plans that can help to maximise the potential return of your portfolio over time.
Savings strategies suitable for children to fund future costs or education needs.
Our Investing and Savings Plans advice package is most often range between 0.55% per annum and 0.99% per annum. There may be some variances outside this range depending on your circumstances and products chosen. Our objective is always to add value over and above our fees.
We can charge a flat dollar fee for Investing and Savings Plans advice or an hourly rate if that is your preference.
3-9 Gordon Street
Glenelg SA 5045
08 8376 4416
M-T 9 – 5pm
F 9 – 3pm