What is

Investment

The world of investments can be a strange one at times when anything can be an investment as long as it generates a return (either growth, income, or both), the question we ask is should it be part of your portfolio?

We have seen a lot of different types of investments from barrels of whiskey in Tasmania, funeral plots in Cains, and boat moorings in the Brisbane River we certainly dont discount an investment outright based on it being strange, non standard, or just out right wierd. We do however focus on the appropriateness of the investment for both you and your portfolio.

A good question to always ask is, Will this investment enhance my portfolio or will it hinder?

For example an 80 year old super pension client looking for regular income, probably should not have a barrel of whiskey as a part of his portfolio, no matter how much he may like the drink.

At A2Z Finance Solutions (A2Z) we use a combination, very diversified approach to our portfolios and the design of the underlying investment assets, contact us for a chat about your investment portfolio.

Shares

Investing in the Share Market

Investing in the share market can be done in several ways, firstly you can purchase direct when a company floats, such as CBA, Telstra, Suncorp and more recently Medibank, secondly you can buy them via a share broker, and thirdly you can buy them indirectly via a managed fund.

Each method has its pros and cons, so call us at A2Z Finance Solutions (A2Z) we are happy to discuss direct shares and any other investments.

Also keep in mind the negative side to investing, its all to easy to forget the bad times when everthing is rolling along, the following image shows the volatility in the market

Vanguard Volatility Chart 2009

Approved Stock Brokers

Comsec is one of the most used brokers and provides a two level service with access to large amounts of data and a simple website to use.

Derivatives

Sub level securities, or derivatives, are based on the underlying asset but generally only one aspect of it and therefore substancially increases the risk and volatility. Such as Options, Warrants, and Futures Contracts, some fund managers also use derivatives as a means of risk hedge control particularly when dealing with currency exchange rates.

For those interested the ASX does run a free seminar series for investors to meet and hear from senior management of ASX-listed companies across a variety of industries, check the current listed seminars and register your interest here.

A 2 Z Finance Solutions Pty Ltd

ABN 56 613 830 167 | Credit Licence No. 491323

Jonathan Fulton

MFAA Credit Advisor No. 8999
Authorised Representative # 330 229 of
Jason Dawson Financial Planning Pty Ltd
Corporate Authorised Representative (Auth Rep No. 328354) of
AD Advisory Services Pty Ltd AFSL No. 237058

General Advice Warning
The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of Jonathan Fulton your A 2 Z Finance Solutions Pty Ltd (A2Z) Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Jonathan Fulton / A 2 Z Finance Solutions Pty Ltd (A2Z) nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.