Investment Advice

Investing can be a complex activity. We are commonly asked questions such as:

  • Where should I invest?
  • What asset class to invest? - eg. shares, property, cash, bonds etc
  • Should I invest in Australia or in overseas Assets?
  • How much investment risk should I take?
  • What is the quality of the investment?
  • How do I get started?
  • How much money to I need to start investing?
  • Are there any tax consequences of investing? - What are they?

AustAsia Financial Planning Pty Ltd (ACN 080 213 378) is licensed, qualified, and highly experienced, in providing investment advice on all securities including Managed Investments, Property Investments, Managed Funds, Cash Management Accounts, Interest Bearing Securities, Tax Effective Investments, Overall Portfolio Management, Superannuation and various other types of investments.

AustAsia Financial Planning can assist clients of all sizes, with investment services including:

  • Investment Advice
  • Investment Reviews
  • Investment Structuring
  • Wealth Creation Strategies
  • Superannuation
  • Regular Savings Plan

AustAsia Financial Planning

AustAsia Financial Planning holds an Australian Financial Services License (No. 229 454) issued by the Australian Securities and Investments Commission ("ASIC"). The Company is licensed to provide investment advice on all securities including Managed Investment Schemes, Property Investments, Managed Funds, Cash Management Accounts, Fixed Interest Investments, Tax Effective Investments and Overall Portfoilo Management. AustAsia Finanical Planning provides services including:

  • Financial Planning
  • Investment Advice
  • Investment Reviews
  • Investment Structuring
  • Wealth Creation Strategies
  • Tax Management Strategies
  • Superannuation Rollovers
  • Superannuation Investment Advice
  • Self Managed Super Funds
  • UK Pension Transfers
  • Retirement and Estate Planning
  • Life Insurance and Personal Insurances

Quality and Experience

AustAsia Finanical Planning is a Principal Member of the Financial Planning Association of Australia ("FPA"). The FPA is the peak body for specialist, professional financial planners in Australia.

AustAsia Financial Planning abides by the FPA's Code of Ethics, which encompasses the following criteria:

  • Integrity
  • Objectivity
  • Completence
  • Fairness
  • Diligence
  • Professionalism
  • Confidentuality

The Company's Authorised Representatives are experienced and well qualified in the finance, investment, and accounting industries.