In assisting you reach your financial goals, our financial planners can provide advice on various investment vehicles you may wish to explore.
Carefully considered within the context of your financial plan, we can make recommendations and arrange with you the acquisition of various investment assets including:
- Direct Shares and Managed Funds
- Property Investment
- Tax Structures Appropriate to Your Investments
- Borrowing to Invest
Direct Share and Managed Fund Investment Advice
Working closely with your tailored investment strategy, our financial planners have access to the wealth of stocks available through the Australian Securities Exchange to transact in the buying/selling of direct shares on your behalf.
We can also offer cost-effective access to international investments and asset classes such as bonds and cash, either directly or through managed investments.
We can provide advice on which investment vehicle is right for you and your circumstances, as well as specific investment advice.
Contact us today to find out more about how our financial planners can assist with your direct share and/or managed fund investment strategy.
Purchasing your first home may be one of the goals that you discuss with your financial adviser. You may already have equity in property and want to break into the property market as an investor, hoping to one-day build an extensive portfolio. Or you may be looking for your next property to grow your already active portfolio.
Our financial planning team can help you consider whether property investment is an appropriate investment vehicle to help you achieve your financial goals.
Should investment in property investment form part of your financial strategy, we offer our property services for your consideration. With over 35 years of experience in property, we specialise in locating, negotiating and recommending quality property investments that will provide appropriate levels of return, security and flexibility.
Find out more about our property investment services by contacting The Hopkins Group today on 1300 726 082 or click here.
Tax Structures Appropriate to Your Investments
Working closely with our accounting team, our financial planners can provide advice on how to minimise your tax liability through the strategic structuring of your investments.
Each investor’s circumstances are different, which means each investment structure is different. Our team carefully considers your needs and financial strategy before recommending a structure that is right for you.
For more information on how we can tax effectively structure your investments, contact our team today on 1300 726 082.
Borrowing to Invest
For those with enough income, borrowing to invest is one path that you may wish to explore.
Borrowing to invest, also known as gearing, is a way of obtaining additional funds to invest, with the hope of gaining significant returns in the longer term.
When determining your financial strategy our financial planners will assess your personal circumstances and understand your financial goals to see whether borrowing to invest is a suitable investment strategy for you.
For more information on borrowing to invest, or to make an enquiry, please contact our financial planning team today.