Investment Choices – Fact Sheet
There are many types of investment vehicles to choose from, with managed funds one of the most popular choices in Australia. Here are some of the reasons for investing in managed funds, direct shares, bonds and exchange traded funds to help you work out which combination is right for you.
In this fact sheet, we discuss the following key points:
- Types of investment vehicles
- What is a managed fund?
- What types of managed funds are available?
- What are the advantages of managed funds?
- Investing in shares
- What are the advantages of shares?
- Investing in exchange traded funds
- What are the advantages of EFTs?
- Investment bonds
- What are the advantages of bonds
- Why your advisor can help.
Click here to read more about all key points mentioned above and how they may relate to you.
If you are ever concerned about your investments, the best thing to do is to talk with us. We can provide clear, objective advice on how market movements may affect your investments and help to rebalance your portfolio and minimise your tax liability.
Until next time,
Regards Rodney.
Rodney Johnstone CFP BBus, DipFP, GradDipAppFin
Authorised Representative of Count Financial Limited
Financial Adviser, FPW Financial Advice Pty Ltd
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If you would like to get in touch to have a chat about any of the services that FPW Financial Advice provides, click here