MAKE INVESTING WORK FOR YOU.
Money eases our journey through life and helps us to achieve our goals. The experienced and qualified financial advisers in the BT Tran Financial Management team can help you to make the most of your money by investing it wisely.
- Ask the right questions
Your adviser will ask you various questions to understand your needs and circumstances and get you thinking about investing. These will cover areas such as your short and long term goals, attitudes to risk, family considerations, time horizon and tax implications.
- Choose the most appropriate
Your adviser will discuss the applicable strategies and help you decide on one which best suits your individual goals and situation. Our advisers continually track changes in the economy, legislation and the financial industry at large, looking for opportunities for you.
- Decide on types of investments
There are many types of investments. Some may be suitable for you, others not. They include:
- Managed funds
- Share transactions – domestic and international
- Self Managed Super Funds
- Fixed interest
- Property – direct and indirect
The right wealth creation advice can make a big difference to your lifestyle now and into the future.