Investment Management Services Melbourne
"We will only do with your money what we would do with our own"
Our lives are built on trust and relationships. Why should that differ when you are looking for someone to help you handle your hard-earned money? Our investment managers take time to get to know you and understand what you want to achieve from your portfolio.
Investing can help you achieve your goals, but it comes with risks that need navigating, and that’s where Refer Financial can help. Whether you have had some experience or none at all, we will sit down with you and tailor an investment portfolio to suit your individual goals, your investment experience, and your comfort level with investment risk.
Some investments we have used to help clients achieve their goals are:
» Residential Property
» Managed Funds
» Exchange Traded Funds
Refer Financial can Help You To Stay away from Being Beat By the Market
Academics studies have shown that investors often sacrifice a substantial portion of earnings by making poor investment timing decisions.
Based on Boston based consulting firm DALBAR’s Qualitative Analysis of Trader Behavior study, investors may sacrifice up to 4. 66 % of earnings due to poor market timing choices.
Our process may help prevent you from making the wrong financial choices at the incorrect time.
The partnership built on trust:
» You will benefit from our expertise and experience
» You will get a personal service with a dedicated investment manager
» We take a rigorous approach to risk assessment
» You will have immediate online access to your portfolio
» All charges are transparent. we will keep you updated every step of the way
» We listen to your ethical concerns and choose companies that make a beneficial contribution to society.