Direct investments versus managed funds
Investing your money is an effective way to build your wealth. You can choose whether you invest directly, indirectly (through a managed fund) or a combination of both.
If you prefer to control where your money is invested you can purchase shares directly. However, it is important to conduct thorough research before investing directly as there are many factors that will influence the performance of shares.
A Bridges financial planner can help you determine your risk profile and recommend appropriate investments. You don't need a lot of money to invest in shares, you can start with as little as a $1,000. If you are interested in creating a share portfolio, call Bridges today and make the most of the opportunities available.
Alternatively, managed funds pool the money of multiple investors into a single investment vehicle with a common objective and strategy. Just as their name suggests, managed funds are managed by investment professionals for you. They give you an easy way to invest in one or multiple asset sectors such as shares, property, fixed interest and cash.
Financial advice is not a 'one size fits all' approach. Everyone's situation is different and it is important to work with a professional to identify which investments may be suitable for you. Bridges is one of the few financial planning groups that offers a full stockbroking service to help you with both direct and indirect investment options.
For more information on super why not view our 'Investment fundamentals' online video?
Bridges Financial Services Pty Limited. ABN 60 003 474 977 ASX Participant. AFSL No. 240837. Part of the IOOF group.
This is general advice only and has been prepared without taking into account your particular objectives, financial situation and needs. Before making an investment decision based on this information, you should assess your own circumstances or consult a financial planner. In referring members to Bridges, Horizon Credit Union does not accept liability or responsibility of any act or omission or advice provided by Bridges or its authorised representatives.