Investment Advice

Investment Advice

We are authorised to give advice on Term Deposit, Exchange-traded fund, Bank Bill, Manage Investment Scheme. Managed investment schemes are also known as ‘managed funds’, ‘pooled investments’ or ‘collective investments’. Managed investment schemes cover a wide variety of investments including:

  • cash management trusts
  • property trusts
  • Australian equity trusts
  • International equity trusts

There are some advantageous to invest in managed fund as opposed to direct investment:

  • Investing in a managed fund gives you access to a range of investments that may not ordinarily be available or affordable to you as a single investor.
  • You have access to a professional fund manager’s expertise, resources and experience
  • Greater diversification hence they are less exposed to the volatility of an individual assets
  • Access to international investment

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