Shopping around to ensure that you have a good product with a reasonable fee is very important. As experienced Financial Planners in Sydney, we know that there are many fees that many people don’t see or properly understand. Most account based investments have an account keeping fee but they may also have a fee based on the amount invested, often called a Management Expense Ratio. It may also incur another fee when the fund performs better than predicted. A Financial Planner will tell you that reading the product disclosure statement is extremely important and many people rush into the investment without conducting proper research.
A Financial Planner can help you filter through the products and determine which one is more beneficial for you. Our Financial Planners are able to meet you in your home or in our Sydney office. We also service the Sydney Metropolitan area, including Gordon, North Sydney, Bondi Junction, Parramatta and Hurstville.
Comments (0)
Add a Comment