This option is ideal for clients that want to leave the investment selection process to our team using only ASX Listed Securities, with a strong record of consistent performance in most market conditions.
This option is an alternative to a Self-Managed Superannuation Fund, where you as our client can select your own investments, subject to a few simple rules. For diversification we limit any one stock to 20% of your total portfolio. You can choose any stock listed on the ASX top 200, most Exchange Traded Funds and Listed Investment Companies or Trusts.
This option can also be used to reduce or eliminate most of the risk as we will allow you to invest 100% of your Superannuation in Term Deposits.
It’s no secret that life can be unpredictable. When you’re looking to provide cover for yourself, your family, and your business, we can tailor an insurance plan to give you the cover you need to protect your lifestyle and financial goals.
Our insurance services and options include:
Should you require any further information or have questions you would like answered please feel free to call either William or Wayne directly on
