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  Services - Investment (Non Super)


The biggest fallacy about investing is that it's only for the rich. This is far from true - you don't have to be wealthy to be an investor. In fact, investing is an effective way to create wealth. Put simply, investing involves putting your savings to work, helping you achieve your financial goals sooner. Wisely selected investments can increase your wealth, provide you with an income, or both.  Why not invest for:

  •  Education Expenses
  •  Holiday
  •  New Car
  •  Early Retirement
  •  Wealth Creation

We can work with you to help you achieve your financial goals - whatever your goals may be.

 

 

Australian Shares

  • for long-term investors (seven years plus);
  • potential for higher returns with higher risk;
  • potential for income through payment of dividends and tax benefits in the form of dividend imputation; and
  • access a range of companies listed on the Australian Stock Exchange.

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International Shares

  • for long-term investors (seven years plus);
  • potential for higher returns with higher risk;
  • access industries and investment opportunities not available in Australia; and
  • diversification benefits when investing in a range of countries, industries and companies.

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Property

  • for long-term investors (five years plus);
  • lower risk growth asset than shares;
  • returns include income and capital growth;
  • diversification benefits with access to properties in retail, office, industrial, tourism and infrastructure sectors; and
  • you can invest in both Australian and international property security funds.

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Cash

  • for short-term investors;
  • usually includes higher interest paying securities than bank accounts or term deposits; and
  • lowest risk of all asset classes.

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Fixed Interest

  • for short to medium-term investors (around three to five years);
  • low to medium risk;
  • can provide a steady and reliable income stream and potential for capital growth;
  • usually offer a higher interest rate, or yield, than cash; and
  • access Commonwealth government, state governments, semi-government authorities and company debt from Australia or overseas.

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Myrtle Ridge- Phone: (03) 6334 6330 - Fax: (03) 6334 6360 - Email: admin@myrtleridge.com.au

AXA Financial Planning Limited ABN 21 005 799 997 Australian Financial Services Licensee Licence Number 234663 Principal Address: Level 3 447 Collins Street GPO Box 2830AA Melbourne Victoria 3000 www.axa.com.au
| All information and advice is for the private use of the person whom it is provided. The Authorised Representative provides you with advisory services in accordance with the disclosures to the Financial Services Guide. AXA Financial Planning is responsible to you for all conduct.

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