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Investments

David Hodgson Financial Planner Investments

The first investment myth we can bust for you is that you have to be wealthy to invest.

 

In fact for as little as $1,000, you can access a diversified investment portfolio, owning investments in shares, property, infrastructure, gold, alternatives, fixed interest and cash.

 

You have the option to invest a small amount upfront and add money to your investment regularly, or you can borrow to invest a large amount upfront to start building wealth immediately.

 

At Hodgson Financial Planning, we can access hundreds of different investments across all asset classes to suit any investor’s appetite.

 

You can choose from a range of investments including your standard Australian and international shares, or term deposits, through to emerging market investments, geared equity funds and ethical/socially responsible investments.

 

We assist you by:

  • Understanding your goals, risk profile and investment timeframe

  • Identifying assets and investments which suit your situation

  • Ensuring investments are purchased and held in the right name/structure

  • Explaining any tax consequences of holding/selling investments.

 

If you are interested in discussing which investments are suitable for your goals and objectives, please contact David at Hodgson Financial Planning on 0401 936 224 or admin@hodgsonfinancialplanning.com.au

Investments at Hodgson Financial Planning
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