Home Important Information | Site map | Email   
Home sail
 
Who is Charter
   
Financial Planning Info
   
Services Offered
   
Enquiries
   
Authorised Reps

  • Budgeting & Savings Service
  • Debt Management
  • Estate Planning
  • Financial Protection
  • Insurance
  • Investment Services
  • Retirement Planning
  • Salary Packaging
  • Superannuation Solutions
     
    Home Page > Services Offered > Investment Services > Investment Sectors

    Investment Sectors

    This table provides an overview of the main investment sectors:

    Investment sectorCashFixed interestPropertyShares
    ExamplesBank accounts,
    bank bills,
    cash funds.
    Bonds, debentures, mortgage trusts, fixed term trusts.Houses, offices, factories,
    shopping centers, property funds.
    Australian shares, international shares, share funds.
    Timeframe1 year +3 - 5 years +5 years +5 – 7 years +
    AdvantagesVery liquid. Easy to understand.Suitable short term investment. Solid income producer.Long term growth potential. Resistance to inflation.Long term growth potential. Resistant to inflation.
    Have historically outperformed all other sectors in the longer term.



     

      arrow  Search
    charter



    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, Level 3 750 Collins Street, Melbourne, Vic 3000