Financial Advisor to Guide Investment Plans

Financial & Tax Victoria, AU 1 week ago


This allows us a perfect foundation for our advisers to use their professional judgement when making recommendations to clients. We are financial adviser to guide investment plan our clients according to needs.

Shares – shares are generally considered a growth asset (that is, they grow your capital), but can also provide income through the payment of dividends

Property Securities – this is a part ownership in a property trust or company, generally listed on a stock exchange. Because the property securities are traded like shares, their value can rise and fall according to market conditions. Property can offer both capital growth and income.

Fixed Interest And Cash – this is where you lend a company, semi-government or government authority a sum of money and, in return, receive regular interest payments. Each fixed security has a ‘term to maturity’ which is the period of time over which you receive income payments before capital is returned to you. Identify your attitude to investing.

Contact Us:
Partners in Planning
Call at: 1300 880 100
Check with seller

Victoria, AU 23/347 Bay Rd Cheltenham VICTORIA 3192 3215

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About the seller

Paul Pellegrino
Paul Pellegrino 1 year ago
Paul Pellegrino
Registered 1 year ago