Services

 

Key benefits of direct shares:

• Zero investment management fees

• Target high income strategies for retirees and growth stocks for accumulators

• Greater control and transparency

Being qualified to advise on direct shares within the ASX 200 means we can help keep our clients investment fees lower whilst targeting specific companies to deliver higher levels of income for our retirement clients or higher growth for our accumulator clients.  With our unique analysis method combining qualitative and quantitative metrics with technical analysis we are better positioned to find those companies that can deliver on your income and/or growth goals. Minimum balances apply.