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Investment Advice

It is never too early or too late to establish an investment portfolio to meet your lifestyle goals. Whether you are looking for a passive income stream to improve your lifestyle, or to save for retirement, it’s important to start investing now and make your money work for you.

GK Financial Services Group can assist with:

  • Matching investments to your objectives & risk profile
  • Establishing tax effective Investment Planning
  • Managed Funds, Master Trusts & Wrap Accounts
  • Direct investments: cash, fixed interest, securities & shares
    Listed Investments

When it comes to investing, there are a few things you should keep in mind. It’s important to control risk by choosing investments appropriate to your time frames, your risk profile, and to diversify your investments across assets.

What’s my investment timeframe?

When you invest your money, you need to establish if it is for the short, medium or long term. Your financial goals such as saving for a home deposit, holiday, for the kid’s education or investing to meet financial needs in retirement will dictate your investment timeframe.

Don’t put all your eggs in one basket

There are many different investment ‘baskets’ to choose from:

  • Cash
  • Fixed interest
  • Property
  • Shares (Australian and international)
  • Individual investments
  • Investment managers
  • Exchange Traded Funds

We are qualified to offer the following financial products

  • Superannuation investments
  • Retirement income streams
  • Government debentures and bonds
  • Portfolio administration services
  • Deposit taking facilities
  • Exchange traded funds
  • Hybrid Securities
  • Commodity funds
  • Margin lending
  • Portfolio administration services
  • Retirement saving accounts
  • Managed Investments
  • Direct equities
  • Structured products
  • Alternative investments

We help you to determine and establish an investment portfolio that reflects the level of risk you are comfortable with and regularly review your portfolio’s performance to ensure that it is meeting your lifestyle goals. Contact us for a free initial consultation with one of our expert advisers.