Investments

There are many forms of investments which can provide you with different types of returns. Types of investments might be:

+ Shares (ASX listed)

+ Managed Fund investments

+ Investment properties

+ Superannuation

+ Term deposits

+ Bank accounts

We can assist you in deciding what short, medium or long term investments are right for you and then help you to set up or acquire them. We regularly review your circumstances, the markets, tax changes and your investment risk so that any investments you have are always working as well as possible for you.

If you would like to know how we can help you with your investments, please contact our office and speak to one of our advisors.

 

CONTACT US ON 03 9629 1433 TO FIND OUT HOW WE CAN HELP YOU

our other professional services Include:

We Will Help You Every Step Of The Way

We know that each of our clients is different. We listen to our clients and endeavour to work with each one to ensure that they are confident that we are helping them make informed decisions on how best to achieve their individual financial and lifestyle goals.

 

B&W Additions Pty Ltd is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 AFSL No. 227232 (“Count Financial”) which is85% owned by Count Limited ABN 111 26 990 832 (“Count”) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. Count is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial. The information on this web page is not advice andis intended to provide information only. It does not take into account your individual needs, objectives or personal circumstances.