Direct Shares & Managed Funds

Whether inside or outside of the superannuation environment at Amega Financial Solutions we have the knowledge and the expertise to assist you make better investment decisions. One of these decisions may include investing directly in the Australian stock market or through a managed fund.

Whether you buy direct shares or a managed investment fund, ultimately your individual circumstances and preferences will define what will work for you.

Some of the key questions we will ask you before investing are:
• What are you trying to achieve from the investment – growth, income or specific exposure to countries/industries?
• How important is the preservation of your capital investment, or can you afford to take some risks?
• What is your time frame for investing? – short, medium, or long term
• How good are you at dealing with sharp drops in the market (volatility)?

Our Financial Planner will ask these questions and more and will assist you determine the strategy that best suits your needs and personal circumstances.

If you have further questions, please give us a call or use the enquiry box to send us an email.

ASCK Pty Ltd (ACN 105 450 566), trading as AMEGA Financial Solutions is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited Australian Financial Services Licensee and Australian Credit Licensee 232 706. General advice warning: This website contains general information only. It does not take into account your objectives, financial situation or needs. Please consider the appropriateness of the information in light of your personal circumstances.

Financial Services and Credit Guide