Investment Advice

We provide evaluation and ongoing advice in relation to our client’s long term investment strategies. Using our knowledge and experience we are able to review, implement and refine ongoing investment strategies. 

 

 

 

  • Personal Objectives and Financial Goals

  • Risk Return Profiles

  • Asset Sector Allocations

  • Income and Tax considerations

  • Strategies in Relation to the Economic Climate

We help you review your :
Portfolio Management

We provide advice relating to a wide variety of investment philosophies and strategies. These range from simple savings plans to more complex portfolios using investment techniques tailored to suite your personal situation and goals.
 
It is important that you diversify your portfolios to reduce risk and to provide consistent investment returns over time. We provide for our clients an ability to invest in many different asset classes through a variety of vehicles including but not limited to: 

 

  • Cash & Term Deposits

  • Fixed Interest & Bonds

  • Australian Equities

  • International Equities

  • Property Securities

 

For more information or to make an appointment click here

Resources

Investment Chart

Visit

Building 22 328 Reserve Road Cheltenham, VIC 3192

 

 

Call

T: (03) 9585 1977

Social

  • Facebook - White Circle
  • LinkedIn - White Circle

Contact

mkerr@baysiderp.com.au

P.O Box 570

Mentone, VIC 3194

"This information is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. We strongly suggest that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own person circunstances. Although we consider the sources for this material relaiable, no warranty is given and no liability is accepted for any statement or opinion or for any error or omisson. Past performance is not a reliable indicator of future performance. Please refer to the Product Disclosure Statement (PDS) before investing in an products mentioned in this communication. This information is current as at the date of publish"

"Nepean Group Pty Ltd trading as Bayside Retirement Planning ABN 22 119 081 140 is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No, 236523"