Wealth Creation
Savings Plans
We all have financial goals to achieve. Whether it be buying your first home or car, sending the kids to university or building an investment portfolio for your future, regular savings is vitally important.
As well as saving regularly, it is critical to be investing your savings in the most appropriate form of investment to make sure you achieve your desired goal.
Investment options include cash, fixed interest, shares and property and a mix of all asset classes may help provide the rate of return you are looking for.
Setting up a savings plan is simple. Firstly you need to:
- Clarify your goals and objectives
- Set your individual time frame
- Determine your risk profile
- Select a suitable investment and
- Commence saving (and continue to save) on a regular basis
It is critical to seek professional financial advice when determining your risk profile and suitable investment options to achieve your short and long term savings goals. Contact Kerry Albert & Co today and get one step closer to your savings goals.
Investment Strategies
At Kerry Albert & Co, we offer hundreds of different investment options and strategies for all client situations.
Whether you are looking for capital growth from share or property investments or income from fixed interest and cash based alternatives we have a product to suit your goals and needs.
For those looking to take on extra risk we offer geared investment strategies and products and we also cater for those looking for a tax effective investments.
We focus on your individual risk profile and match products to suit your investment situation.
Our full suite of products include:
- Direct Share Sales and Purchases
- Superannuation Funds
- Pension Funds
- Managed Funds
- Self Managed Superannuation Funds
- Australian Share Funds
- International Share Funds
- Emerging Market Funds
- Infrastructure Funds
- Listed Property Funds
- Geared Equity Funds
- Fixed Interest Funds
- Margin Lending Facilities
- Cash Management Trusts
- Term Deposits
We offer quality investment products backed up by our independent research house and the best thing about our business is that we do not own a financial institution and are not owned by one so you will receive truly independent product advice.
Geared Investment Options
For those looking to take larger risk with their investments and are interested in gearing for greater growth, Kerry Albert & Co has the product for you.
Backed by our independent research house we offer margin loan products, instalment gearing, protected equities and instalment warrants.
If you are interested in finding out more about gearing and the products we have available, make an appointment with one of our financial planners today to discuss an appropriate strategy for you.