Investments

Investing means becoming wealthier by buying and sometimes selling assets that provide income while you hold them and capital when you sell them.

There are two ways to invest and three broad types of investment. We can assist you with all of them.

The two ways to invest are directly or indirectly. Direct investment is where you buy and hold investment assets in your own name (or in the name of some entity that you control, such as a family trust or a self-managed super fund). Direct investment is typically the best way to make property investments, and many people like to buy shares directly as well. If direct investment is what you are after, we can help you find the right investments to make and the right ways to manage those investments. A big part of this is making sure that you buy the asset in the right hands. Sometimes this is yourself, but sometimes it is not.

Indirect investment is where you employ an investment manager to buy and hold investment assets on your behalf. We can assist you to identify the managed investment option or options that best suits your circumstance and your goals, and then show you how to access the particular benefits of managed investments to minimise your risk.

The three broad things in which you can invest are shares, property and cash fixed/interest. The specific choice of investment types, and the way in which you mix these choices within your portfolio, is different for each person. We take the time to assist you to identify which type or types of asset class makes most sense, and then assist you to make either a direct or indirect investment accordingly.

Simon Nuttall

CEO - Private Advice

Simon is the CEO & Director of Wealth Strategies at Proactive Financial Solutions | Your Futureplanner , and is an Authorised Representative of The Financial Link Group Pty Ltd AFSL 240-938. He has over 30 years of experience in the provision of financial and accounting advice, along with more than 20 years experience in providing advice on financial planning. Simon attained a Bachelors degree in Economics from the Australian National University in 1987 and Associate membership of the Institute of Chartered Accountants in 1991. He is a Fellow of the Taxation Institute of Australia and after 25 year achieved Chartered tax Advisor status.

Simon is also a member of the Financial Planning Specialist Chapter of the Institute of Chartered Accountants and a accredited Specialist Superannuation Advisor with SMSF Association

After being in business for 30 years, Simon understands the financial demands placed upon people in today’s busy world. Simon’s team provide a “Total Financial Care” approach to re-designing a clients lifestyle to match their goals and aspirations.

Utilising his taxation, business and financial experience, Simon reshapes his clients financial lives to create a compelling future.

Simon Nuttall is an authorised representative (231975) of The Financial Link Group Pty Ltd (AFSL 240938).

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