The Benefits of Investing in Shares
Investing in shares has both benefits and risks, some benefits include; the ease of trading, flexibility, capital growth, passive income, taxation advantages though the Capital Gains Tax discounts, they can be low cost, their liquidity, when taking dividends into account their rate of return can be quite acceptable over the long term, greater access to information in relation to your investments giving you personal involvement in your investments. Before committing to any investment, it is important to consider the level of risk that you are comfortable with, and your investment objectives. Pointons Financial Planners can help investors establish their most comfortable risk/return stance.
Do-It-Yourself Investment Portfolio
With unlimited access to information comes the thirst to challenge ourselves. Many people have gained an appetite and ability to manage their own investment portfolio.
Today’s do-it-yourself investor requires three key elements to ensure the long term success of their portfolio: Money to invest, a great deal of time to be well-informed about listed companies on an ongoing basis, and access to financial data to enable technical evaluation of shares.
Once shares have been chosen and purchased there will be ongoing, frequent assessment of whether to hold, sell or buy more shares. When it comes to buying and selling shares there are two types of services offered to support investors; advice and execution.
If you already know what shares you want to buy, and only require a broker to perform the execution of a trade, i.e. conducting the transaction resulting in a purchase or sale of shares listed on the Australia and International Stock Exchanges, then there are many execution-only platforms available to our Financial Planners.
Additionally, Pointons Financial Planners can also offer advice. This means we will do research on companies, dividends, movement in share prices and will provide recommendations to you about the shares that you are considering to buy or sell and the consequences of the timing of the trade.
Professionally Managed Portfolios
Pointons Financial Planning team can take the time and energy burden of share market investing off your hands, and professionally manage your portfolio on your behalf. Our Financial Planners have access to the highest quality independent research which is updated in real time with relevant changes in the market. Our team of professionals will be able to make the entire process simple for the investor, providing both advice, and handling all aspects of the implementation.