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Time to expand your view

Managed investments

We’re encouraged that you’re on this section of the website. It shows us that you are thinking a bit broader. Perhaps it’s time to expand your portfolio beyond residential investment properties.

Managed Investments give you an opportunity to invest in different assets that you may not be able to afford if you tried to do it on your own. These types of investments only require a relatively small outlay, are highly regulated, and usually have a specialist investment manager.

Obviously, you must ensure that you read and understand the details of the product. For managed investments, the organisation providing the product is called the ‘issuer.’ They will provide a document called a ‘Product Disclosure Document’ – this should give you all the information you need about the type of investments, the fees and who is involved in the management.

With our skill and experience in property, Advantage First can identify attractive managed investments where you can invest in multi-million dollar property assets that have the potential to generate strong stable returns as well as tax benefits.

Managed Investments enable you to invest in a diverse range of financial products that may assist in balancing your portfolio and diversifying your risk. Like all types of investments, managed investments come with some risks that we are happy to discuss with you. Talk to us now!

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Expand your portfolio

Although you may have worked hard to get to a stage where you can look back with pride at how far you’ve come, more can always be achieved and better outcomes can always be had.

Managed property funds can potentially assist you to:

  • Balance your portfolio with different assets
  • Invest in assets that may not be directly affordable
  • Invest for a relatively small initial outlay
  • Earn stronger, stable returns on investment
  • Gain additional tax benefits

Investment success can often be limited by what you know or what you’re familiar with. Advantage First can help broaden your vision by exploring new ways to expand and balance your portfolio..

Disclaimer

General Advice Warning:
This material has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this material is General Advice and does not take into account any individual investment objectives, financial situation or needs. Before making an investment decision based on this advice you should consider whether it is appropriate to your particular circumstances. Hypothetical scenarios are based on assumptions and are not guarantee of any outcome in the future. Where the General Advice relates to the acquisition or possible acquisition of a financial product, you should obtain a Product Disclosure Statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product.

Advantage First Financial Planning Pty Ltd is a Corporate Authorised Representative (No. 1000091) of IPraxis Pty Ltd (ABN 39 114 365 007), which is the owner of Australian Financial Service License No: 329337.

Other Advice Warning:
Before acting on any of the information presented here, please seek professional financial advice.

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