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Investment Advice


In your first consultation, which is free with no obligations, we will assess your current financial standing, looking at your assets and liabilities, income and expenses, and current investments, along with important goals aiming at future financial stability and independence.

From this exercise we can develop a financial plan for your future approach to investment, encompassing your goals, but recognising your current lifestyle requirements.

If you choose to continue with the recommendations, we offer half yearly reviews to ensure the plan and investments continue to meet expectations, or whether a plan modification is necessary.

Fees

The first consultation is free and without obligation.

We will provide you with a copy of an Financial Services Guide (FSG) & Adviser Profile, which sets out the basis for, and actual fees chargeable, if deciding to proceed with preparation of a Statement of Advice.

On an ongoing basis, you have the option of fee for service, or commission based.

Please feel free to ask for a copy of the FSG ... Down the Avenue – Getting Started

Investment Options

Our long association with SECURITOR Financial Group Ltd and Asgard Wealth Solutions, means that a considerable range of managed funds are available for selection to suit your risk profile and recommended asset allocation.

Whether this is in respect of your superannuation investment, an individual investment, or as a Trustee, you will have access to the expert advice of the industry recognised Assirt research team which works closely with SECURITOR and Asgard Wealth Solutions.

Bacchus Money also provides services to clients with margin lending investments, or who prefer to manage their own retirement savings within a self managed super fund. We offer investment advice through recommendations from the stock broker Citi Smith Barney, and our accounting affiliate, Smith & Gilbert Pty Ltd, provides superannuation accounting and audit services. We can provide advice and service in establishing a self managed super fund, and can refer you to one of Melbourne’s leading superannuation specialists, Daniel Butler & Associates, for trustee and individual advice


Disclaimer: This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances.

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