Investments

 

Whether you are looking to build wealth or you are saving for something in particular, we can advise you on investment solutions to help you achieve your goals.

 

At Bayside Financial Planning we aim to assist you in wealth creation through the use of different strategies, taking into account your long term goals, level of risk and your individual and family needs.

 

We can advise you on the following:

 

Managed Funds

We have access to managed funds from all over the world on a wholesale (not retail) basis.  This simply means that you pay less to invest in them. If you currently have money invested in managed funds let’s see if we are able to reduce the cost.

 

 

Direct Shares

We develop and maintain a list of preferred shares using research data from a number of providers. This gives us a consensus view on a particular investment and can assist you to maximise your gains.  I can also show you how to use shares inside Super. Does your current fund offer this?

 

 

If you are looking at investing or just want to ensure that you are getting the most from your investments, give us a call to arrange an obligation free consultation.

 

 

 

Services


Contact for financial planning advice

Justin Fraser AR No. 292086 and Marjade (Qld) Pty Ltd trading as Bayside Financial Planning provide financial planning advice and services as Authorised Representatives of Barchester Financial Services Pty Ltd AFSL 490348

Credit Services are provided to you by Justin Fraser in his capacity as an Australian Credit Representative 374012 of Outsource Financial Pty Ltd, Australian Credit Licence 384324

 

The information contained within the website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, Bayside Financial Planning will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.

 

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