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Our Services

Investment

Investment Strategies

  • Strategies for wealth creation.
  • Retirement and estate planning.
  • Advice on asset allocation between fixed interest, property and shares, both directly and via managed funds.
  • Construction of long term diversified and appropriately weighted share portfolios.
  • Advice and research on all managed funds and direct shares.

  

Fixed Interest

  • Advice on term deposits
  • Direct dealing in Government and semi-Government bonds and debentures.
  • Advice/dealing in income securities, capital notes, convertible notes and converting preference shares.

 

Contact an FPSA adviser today for comprehensive financial planning and life insurance advice.

 
Disclaimer: This information has been prepared and issued by Financial Planning Services Australia (FPSA), ABN: 55 010 521 810, AFSL: 225982. It contains factual information and general financial product advice only and has been prepared without taking into account your individual objectives, financial situation or needs. The relevant disclosure document should be obtained and considered before deciding whether to acquire, dispose of, or to continue to hold, an investment in any financial product. While all care has been taken in the preparation of this website (using sources believed to be reliable and accurate), no person, including FPSA, or any other member of the netwealth group of companies, accepts responsibility for any loss suffered by any person arising from reliance on this information.

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