Investments
Investing means becoming wealthier by buying and sometimes selling assets that provide income while you hold them and capital when you sell them.
There are two ways to invest and three broad types of investment. We can assist you with all of them.
The two ways to invest are directly or indirectly. Direct investment is where you buy and hold investment assets in your own name (or in the name of some entity that you control, such as a family trust or a self-managed super fund). If direct investment is what you are after, we can help you find the right investments to make and the right ways to manage those investments. A big part of this is making sure that you buy the asset in the right hands. Sometimes this is yourself, but sometimes it is not.
Indirect investment is where you employ an investment manager to buy and hold investment assets on your behalf. We can assist you to identify the managed investment option or options that best suits your circumstance and your goals, and then show you how to access the particular benefits of managed investments to minimise your risk.
The three broad things in which you can invest are shares, property and cash fixed/interest. The specific choice of investment types, and the way in which you mix these choices within your portfolio, is different for each person.
We take the time to assist you to identify which type or types of asset class makes most sense, and then assist you to make either a direct or indirect investment accordingly.
Relevant Articles...

What is an Exchange Traded Fund?
Exchange traded funds have quickly become one of the most popular ways of investing into the Australian sharemarket. ETFs combine the best parts of various types of managed investment and can be a very useful part of an investment portfolio.

What kind of return is better: cash or capital growth?
Investment returns come in one of two forms. Different forms of investment return suit different investors. This article will help you decide which form of investment return you should be targeting.

Positive gearing into property
Positive gearing lets you make a profit on your investment from day one. Provided there is no capital loss, this can be a great way to make money. Problem is: everyone else has thought of that, too. Positive gearing a decent property investment is hard.

Negative Gearing and Shares
When most people think of negative gearing, they think of property. But negative gearing can occur with any asset for which some or all of the purchase price is borrowed. This article provides a worked example of negative gearing using an Exchange Traded Fund (ETF) to buy a diversified portfolio of shares.