Financial investments are always one of the most popular and exciting topic we talk about with clients. Financial market is one of the quickest changing market in the world and appears different on the daily basis. New financial products and financial strategies keep coming out, which sometimes causes individual investors difficult to follow and feel overwhelming. However, selecting the suitable and well performing financial investment products is an essential component in the whole financial planning strategy. Good financial investment advice will not only help accelerate the wealth accumulation process but also make sure that the wealth will be properly managed to achieve different financial goals and objectives.
Investment Advisor / Investment Adviser
At CLY Financial Planning, we are licenced financial adviser with professional knowledge and expertise in the financial investment industry. Our investment advisors keep up to date with latest changes in the financial market and are well supported by different groups of financial professionals including financial product research and investment strategy development.
Managed Funds / Managed Investment
Nowadays, managed investments plays a much more important role in the financial investment arena than 10 years earlier. It becomes one of the area that most clients are interested and keen to know more information.
Managed fund is one type of managed investment. Individual’s investment money is pooled together with other investors. The pooled money is managed and invested by different professional investment managers to invest across multiple asset classes according to funds’ investment profile and objective. Without managed funds, many retail investors are limiting themselves to a very small number of investment assets; while by utilising the managed investments, retail investors open themselves to a much wider range of asset classes including:
- Cash management trusts
- Fixed interest
- Property trusts
- Australian shares
- International shares
- Agribusiness schemes
- Film schemes
- Timeshare schemes
- Mortgage schemes
Exchange Traded Fund (ETF)
Exchange Traded Funds (ETFs) are another type of managed investment, which can be traded like a common stock on a stock exchange such as Australian Security Exchange (ASX).ETFs normally aim to track assets or a market index instead of trying to outperform the underlying assets or index. ETFs bring retail investors an easy of diversifying investments with lower fee compared to traditional managed funds.
3 Tiers Benefits of Our Managed Investment Advice
At CLY Financial Planning, our managed investment advice will bring clients with 3 tiers of benefit as below
- By choosing manage investment such as managed fund or exchange traded fund (ETF) , you will receive the benefits of better diversification, experts’ management and economies of scale.
- By choosing CLY Financial Planning, you will gain access to our Approved Product List, which is selected by our dedicated investment research team. The team consists of qualified and experienced financial experts and perform research analysis for the managed funds market to make sure only the good apples are available for our clients to choose.
- By choosing the CLY Investment Advisor, we make sure our investment advice will be tailored according to your personal circumstance and help you all along the way to achieve your personal financial goals and objectives.
Accumulating or retaining wealth is almost a common goal for many individual and family investors. That’s why our investment advisors from CLY Financial Planning are coming to help with our professional knowledge and great passion. Please Contact Us if you are interested or want to know more about investment planning or investment advice.