Backed by MorningStar data and research our Investment Committee work closing with the Advice Team to provide investment insights into local and international markets and help you to identify the right mix of equities for your strategy.
Tailored ﬁnancial advice is a great investment. We have made it easy by ensuring your wealth creation journey is one we take together. You’ll receive end-to-end support as we build, implement and monitor your investment strategy and keep you tracking towards your goals.
Australia makes up less than 2% of the world’s total by market capitalisation. Diversification is a key element of any robust investment strategy. With access to international equities, we can help you invest in markets worldwide, accessing sectors that may not be available in Australia.
Our advice team understand the different risks that affect local and global markets and can help you to create a strategy to reduce exposure to these volatile forces. We take into consideration currency and exchange rate, geo-political and regulatory as well as taxation risks before recommending any share investment.
We offer the first consultation free to ensure that you have all the information you need to better understand your options before deciding if our services are the right ﬁt for you.
Once you are a client get insights and transparency into your investments and money with powerful daily online reporting through our online portal or mobile app.
A share or stock is a portion of ownership of a company. If more shares are then purchased the owners stake in the company get larger.
Shares are bought and sold in Australia on the Australian Stock Exchange (ASX). Other countries also have their own Exchanges. Future Assist can advise on which shares to buy and through a stockbroker purchase them on your behalf.
An index fund is a type of fund with a portfolio constructed to match or track the components of a market index, such as the S&P/ASX 200 Index. An index fund can provide broad market exposure, low operating expenses, and low portfolio turnover. Index funds adhere to specific rules or standards that remain in effect no matter the state of the markets.
When a company pays a dividend from their net earnings they have already paid tax. When the owner receives the dividend it comes with franking credits to ensure the owner does not get taxed twice on the dividend when they complete their tax return.
The amount a person should invest in shares depends on many factors. A Financial Planning assessment will be able to discover the right amount for each individual situation.
Dividends payments are the net profits from the company and are distributed proportionality amongst the shareholders. Their payment frequencies are usually annually, biennially, and quarterly and are determined by the company’s board of directors.
Indices allow investors to gain insight into the performance of an asset class or a section of that asset class. Indices are often used to benchmark the performance of portfolios designed to replicate the performance of a given asset class.
An ETF, or exchange-traded fund is a basket of shares that can be traded like a single share on the stock market. An ETF combines the diversification of a managed style fund with the accessibility of individual share trading.
Put simply, diversification is spreading your investments into different asset classes, sectors, and markets. In other words: not putting all your eggs in one basket. Diversifying your investments may help to spread risk across your investment portfolio. It's a way to reduce your exposure to certain assets that may be under-performing. For example, if your portfolio consisted of 100% property and, over the long-term, property growth goes down in value, then 100% of your portfolio will decrease. This is where diversification can be helpful.
“Very sound advice. It is making a real difference to our future!”Shane Moore | Laidley QLD Product Review: Mar 12, 2018