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Brisbane Web Hosting By Ingenuity |
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Placing YOU in control DIRECT INVESTMENT SERVICES PTY LTD is licensed by the Australian
Securities and Investments Commission to advise in relation to shares and managed funds.
The Direct Investment Group deals in all areas of personal financial advice including:
The fundamental philosophy behind the Direct Investment Group is to build an asset base for our clients as efficiently as possible, where the income from assets will replace all, or part, of the salaried source of income. Efficiency is a key factor in financial planning, and may involve strategies such as debt reduction, tax planning and financial restructuring. We will provide advice to weight your portfolio in appropriate investment sectors in line with the broad economic cycle. Educating clients in relation to the markets and investment options is a major goal of the group. In fact, the company motto is "Placing You in control". While we believe that all investment sectors are good, most of us realise that the sectors don't all perform well at the same time. In order to improve the performance of your portfolio we shall provide an understanding of the broad economic cycle. In this respect we believe that, while time in the markets is important, timing into the markets is equally important.
As a new client of the Direct Investment Group you will be referred to one of our investment advisers, who will analyse your financial situation, assess your risk profile and determine your financial needs and objectives. (You do not have to divulge your personal information to us, if you do not wish to do so. In that case we are required to warn you about the possible consequences of providing investment advice without your full personal details.) If it is appropriate then we shall prepare a written report outlining appropriate investment options, based on the information that you have provided, your risk profile and the current state of the markets. We are obliged to explain any significant risks attached to recommended investments and strategies. If we do not do so you should ask your adviser to explain those risks to you. When you have decided which investment strategy you prefer, we shall liase with all parties involved to ensure that the whole process is co-ordinated as efficiently as possible. We can review your portfolio where required. Our Stockwatch facility enables us to do this effectively using live prices from the Stock Exchange and up-to-the-minute information on managed funds via the internet.
There is no fee for a written financial report, and no obligation. The Direct Investment Group generally receives brokerage from investments, and therefor does not charge additional fees for advice. In this respect it is our philosophy that the highest level of service means that we will do business, if not now, then at some time in the future. Maximum brokerage payable for shares is 2%, while maximum brokerage payable for managed funds is 3%, which is deducted from the initial deposit. Commission for both shares and managed funds is calculated on a reducing scale depending on the size and volume of the transactions involved. Some companies also pay us an ongoing commission. You will receive detailed information about actual commissions payable when we make specific recommendations. |
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Direct Investment Services Pty Ltd - ACN 063 878 437 Phone: (07) 3010 9408 Fax: (07) 3010 9811 |
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