Understanding Invesments

Investment Fundamentals

Investing your savings into an asset class can seem daunting as there is so much information available. The below attachment is a great summary of each asset class, its advantages and disadvantages, and what asset classes are better suited to different types of investors.

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Investment Choices

There are many types of investment vehicles to choose from. Here is some information on managed funds, direct shares, bonds and exchange traded funds to help you decide which combination is right for you.

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Market Volatility

Many investors become concerned when volatility occurs in global financial markets – particularly about the impact on their superannuation and other investments. In times like these, it is important to understand the causes of market movements and how to minimise your risk.

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Wealth Creation Financial Planning Services provided as an authorised representative of Count Financial Limited AFSL 227232.

The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.