Investment advice · Brisbane
Investment advice in Brisbane
Investment advice starts with your goals and timeframe, not a hot stock. FinForce builds share, ETF and managed fund portfolios for clients in Brisbane and across Queensland. Shay has been an authorised adviser since 18 October 2011 and is an Authorised Representative (AR 000412776) of Financial Force Pty Ltd, AFSL 238337. FinForce is authorised under Financial Force Pty Ltd AFSL 238337 (CAR 001241242).
Our approach
Plan first, then products.
- Work out what the money is for and when you need it.
- Agree how much risk you can take, and can live with.
- Decide where it should sit: in your name, a spouse’s, a trust, a company or super. Structure affects tax.
- Choose investments, with costs and risks shown in writing.
- Review and rebalance.
Returns are never guaranteed and past performance is not a reliable indicator of future performance. More on our investment advice.
Borrowing to invest
Gearing needs care.
Borrowing magnifies gains and losses. We look at how debt fits your plan first, then any loan is arranged through a licensed credit provider. See debt strategy.
General information only. It does not take into account your objectives, financial situation or needs. Consider the relevant PDS and our Financial Services Guide, and get personal advice before acting.
Common questions
What is the minimum to invest?
There is no set minimum to talk to us. Whether advice is worth it for your amount is something we will tell you honestly at the first chat.
Do you pick individual shares?
Portfolios may include direct shares, ETFs and managed funds, depending on what suits you.
Next step
Talk to our team on Edward Street.
More guides · Financial planning FAQ · Financial planning in Brisbane city