Research and Resources
We utilise the services of the research house, Lonsec Limited,
who undertakes ongoing consistent analysis of a broad range of fund
managers’ investment products. Accordingly, we have access
to extensive research to assist us to determine the most appropriate
investments for you.
We also have long standing associations with a number of stockbrokers
who assist us with the provision of up to date information and recommendations
on listed securities and access to new share floats.
Our advanced computer software enables us to provide you with a
comprehensive, yet easy to understand, financial plan. Features
of this plan include:
- detailed cash-flow analysis
- taxation position fully analysed
- investment asset and sector allocation graphs
- complete research reports on all recommended products
- economic commentary
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