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Investment Services

Do you find money slips easily through your fingers leaving you with very little at the end of the day? Would you like your hard-earned money to work harder for you?

The biggest fallacy about investing is that it’s only for the rich. This is far from true - you don’t have to be wealthy to be an investor. In fact, investing is an effective way to create wealth. Put simply, investing involves putting your savings to work, helping you achieve your financial goals sooner. Wisely selected investments can increase your wealth, provide you with an income, or both.

You’ve worked hard for your money; by investing it you can make it work for you. A professional financial planner can work with you to help you achieve your financial goals – whatever your goals may be.

Which Investment is Best for You?
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What do you need to consider when working out what investment is best for you?
Which Investment is Best for You?
What Investments are Available
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Descriptions of the major investment asset classes
What Investments are Available
When Should You Invest?
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Develop a long term investment strategy
When Should You Invest?
Should You Invest Directly?
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Is Direct Investing right for you?
Should You Invest Directly?

 

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  arrow Further Information
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How a Charter Financial Planner Help?
 A disciplined approach to assisting you with your financial decisions
Risk vs Return
 What's the relationship between Risk and Return
How Can You Minimise Risk?
 Diversification and Dollar cost averaging can help limit your investment risk
Investment Sectors
 An overview of investment sectors
Risks of Keeping All your Money in the Bank
 You need to look at the real time value of your money
What About Tax?
 Be aware of the tax implications of investments you make



Who is Charter  | Financial Planning Info  | Services Offered  | Enquiries  | Authorised Reps  | Recruitment  | Important Information

Charter Financial Planning Limited ABN 35 002 976 294 AFS License No. 234665
Registered Office: AXA Australia Centre, 750 Collins Street, Melbourne, Vic 3008
As at 30th March 2011, AXA Asia Pacific Holdings Limited and all of its Australian and
New Zealand subsidiaries ceased to be members of the Global AXA Group and became members of the AMP Group.