Put yourself in the driver’s seat
Do you want to improve your financial know-how and learn valuable skills to manage your money through to
retirement?
Have you been putting off making that crucial step to putting in place a share investment plan that will help you with a deposit for your first home, establish an additional income stream, or carry you through to a comfortable retirement?
Perhaps in the back of your mind you want to be an active participant in your plans for retirement, but just don’t know where to start and maybe you’re concerned that you don’t have enough money. You might be quite surprised to learn that you actually don’t need large sums of money to get started – You just need to get started.
We can help you if you are a:
Stay at home mum who is tired of receiving no interest on your or your child’s savings accounts, and/or just want a greater degree of control over you and your family’s future.
A working women juggling life and work commitments, and just too busy to think about what you should be doing with your excess money each week. All the while knowing that you should be in the driver’s seat where your financial well being is concerned.
Gen Y struggling to make the first investment and don’t know where to start or how much money you need?
A baby boomer who still enjoys investing and wants to enjoy a comfortable retirement.
The team at iInvest are prominently women, and our female advisers at iInvest can help you get started.
We understand the need to care for your family, improve your life and find security, and opening a share account is not that different from opening a bank account. You can start with a minimal balance (some start with $1000), and just add to the bluechip shareholding in almost the same manner as you add to your bank account.
Our costs are competitive and you only get charged for what you buy or sell at iInvest Securities. We don’t charge the ongoing management fees that many other advisers do. Start investing in you – talk to us today about our program.
Register for one of our Wine + Learn events!
If you’re interested to learn more about any of our tailored programs, we’d like to invite you to join us for 1 – 1.5 hours, at one of our small wine and cheese evenings. Our female advisers will provide you with all the information relevant to your situation. We will answer your questions as well as take you through how easy it is to open an account and explain how you don’t need a lot of money to get started.
Let us help you get started on the road to financial prosperity.
Please register to one of our FREE upcoming Wine + Learn events. (Select the date which you would like to attend)
Details
iInvest in ME| Wine + Learn
Date / Time
2nd Tuesday of the month, 5pm - 6.30pm
Location
iInvest Securities
11 West St, Burleigh Heads
QLD 4220
Seats are LIMITED, register you interest today!
Tell us about you..
New to investing
You’ve been working hard and adding to your savings account, but you now want your money to work harder for you..and so you should!
Managing an existing portfolio
You’ve made some gains (and perhaps some losses) and want access to a team of advisors to ensure you’ve got the right advice to help maximise your yields.
Retired or getting close!
Industry Super Fund or SMSF – what’s the best option for you? You want to know the facts and weigh up your options to ensure you’re getting the most from your investments.
If any of the above sounds like you – then you’re in the right place. To discuss your options and the investment vehicles available to you – get in touch, we’d love to hear from you!
How can we help you achieve better returns?
We specialise in a number of financial products and offerings, including:
Shares / Equities
Shares can be both a “growth” and “income” producing asset and may come with taxation benefits
Exchange traded options
Options can create leverage, they’re flexible, and with the right strategy you can control the risk
Managed funds
Managed funds can provide diversification, professional management and reasonable yields
Wealth management
Wealth creation, wealth management, and/or retirement planning – our team is here for you!
Margin lending
A margin loan can help you create leverage on your own capital to grow your investment portfolio
Cash / Fixed interest
Often referred to as ‘income-producing’ investments, these vehicles can also offer capital growth
IPOs / Capital Raisings
IPOs and capital raisings provide unique opportunities to add valuable investments to your portfolio
Superannuation
Superannuation can be a tax effective vehicle for saving, investing and planning for your retirement