A share trading account must be set up, including paperwork and ID requirements. The shares are purchased and then paid for within 2 days of the trade. You can choose to manage the investments yourself or we can do this for you.
Yes, it can be done in a number of ways (borrowing against your home, margin loans, installment gearing). There are many benefits associated with this, as well as many risks. If this is of interest to you, you should seek additional advice.
All of our advisers are qualified and licensed appropriately. The changes implemented for education standards have meant that our advisers are studying again to keep up to date with the financial planning industry regulation.
We offer a free no-obligation appointment to discuss your financial matters. Should you wish to utilize our services, our ongoing advice fees can be deducted from your superannuation, pension or investment portfolio.
Aged care appointments are charged at $385 and allow for 2 meetings with Scott Keeley to discuss aged care costs and how to best afford the accommodation needs for your family member entering an aged care facility.