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.
Trent Burton Sampson
Founder and Adviser
We started in 1992 with Colonial Mutual in Moree NSW, moved to Lend Lease Financial Planning in 1995 which was later renamed ApogeeFP. In 2003, moved to GWM (MLC FP). We also hold an General Insurance arrangement with Insurance House Melbourne and have had that since 2008.
Our aim is to provide Risk Insurance to the small business owners market.
Trent Burton Sampson is an authorised representative (245450) of Dover Financial Advisers Pty Ltd (AFSL 307248).