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Client Services
Financial Planning | Fixed Interest | Managed Funds | Superannuation | Insurance | Estate Planning | Margin Lending | SMSF

Managed Funds

Managed funds are a popular way to invest, and rightly so, for many people. Managed funds are ideal for investors who may have little experience with investment markets, are tempted to watch their investments too closely and make rash decisions when investing directly or those who do not have the time or inclination to be involved in actively managing an investment portfolio. Investors with less than $50,000 to invest may be more suited to using managed funds than investing directly. Managed funds are excellent vehicles to use for regular investing.

There are thousands of managed funds available in Australia across hundreds of different fund managers. Trying to navigate and choose the appropriate managed fund can be a daunting task, let alone keeping up to date with frequent changes in the industry.

We provide advice to our clients interested in managed funds or to those who are seeking direction with their investments and we believe investing through managed funds would be in their best interests.

Please contact us if you would like to speak to us about investing through managed funds.

If you'd like to learn more about managed funds, visit our education page.

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