Investment Advice
WDP Financial Solutions can provide you with a vast range of investments which include cash, fixed interest, property and shares. We can also provide alternative investments to further diversify your investment portfolio. It is important to seek the right advice from an accredited financial adviser as each investment holds a different level of risk and return which is the main criteria by which investors choose what is suitable for them to invest in.
Some investments we provide include:
Westpac Blue Chip 20
This type of investment is perfect if you want to invest regularly into the share market but aren’t sure what shares to buy. You can build your own share portfolio with Australian blue chip companies in no time. Your initial investment is matched with an interest-only investment loan of the same (or similar)amount. These funds are then used to purchase a market weighted portfolio of Australia's top 20 companies, as determined by the S&P ASX Top 20 Index.
Then, on a monthly basis, you add a minimum amount from your own funds and match this amount with funds from your margin loan.
Mortgage Funds
You may be interested in investing in a mortgage fund, whereby funds are collected from investors and used to issue mortgage loans. This type of investment scheme offers investment into loans, which are secured by first registered Mortgages over legal interests in real property in Australia. Investors receive interest payments on their mortgages. The types of mortgage investments available are commercial, retail, industrial or residential. Besides higher returns, mortgage funds provide you with an extra level of diversification.
Tax Effective Strategies
The key to building wealth is obtaining the right investment strategy and advice. WDP Financial Solutions considers the tax planning of investments and how you can achieve maximum returns. We provide our clients with tax-effective investment strategies which are designed for your money to grow as well as protect your wealth, fast tracking your journey to financial security.
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Contact an adviser at WDP Financial Solutions to begin your investment portfolio.