In this day and age it is imperative that each individual has a financial strategy to suit their lifestyle, whether it is for their existing lifestyle or retirement. Planning for the future provides security and home comforts and equities are an essential part of any diverse asset portfolio. In this respect your goals may be long-term security or short-term gain, in any respect knowledgeable stockbroking advice is essential.
Regardless of your age it is never too late to start saving and developing an investment portfolio that suits your future and on-going needs.
CONTACT GILLONS – for a chat about your financial future. Understanding your needs and wants is our priority.
The advisers at GILLONS will help you better understand the following issues that may affect you:
- Long-term & short-term investment objectives
- Risk profile
- Buying and Selling Shares
- The need for other services – e.g. Superannuation & Financial Planning
- Portfolio management
- Margin Lending
- Cash Management
- Fixed Interest
- New Floats
These issues above are covered in further detail in our
Advisory Services Guide.
As a new investor we need to understand your investment profile. This helps us to deliver investment advice that addresses your objectives, situation and needs. Confidential Client Profile. These include:
- Age
- Income and salary levels
- Financial responsibilities
- Personal knowledge and experience of the Stockmarket (and related industries)
- Current asset profile and structure
- Investment timeline, less than 12 months or more longer term
Explanation as to how the
Stockmarket operates
