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Ph: (07) 3252 9990

Fax: (07) 3252 9695

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"The only thing to do with good advice is to pass it on. It is never of any use to oneself" - Oscar Wilde
"Wealth is the ability to fully experience life" - Henry David Thoreau
Take control of your own Super today! We can show you how.
Protect your loved ones, health and assets. We do the leg work for you!
Talk to us about financial strategies that can benefit your individual situation
You only get one chance to ensure your loved ones are adequately provided for. Get it done and get it right!

Investment

Invest with confidence with a firm you can trust. We professionally research and analyse the plethora of investment opportunities available and help you to understand what risks you may be exposed to.

Talk to us today about investments for you!


Shares

Shares can be a fantastic investment if handled correctly. They can be fraught with danger if appropriate measures are not followed. It is vital to do thorough research and to gain access to the management and financial statements of a company to know whether you should invest or not. It is also very important to have very clear goals and to understand the outcomes you want from any share investment. We help people to navigate their way through these issues to ensure they do not face excessive risks when making their share purchases. We utilise an On Line Share Broker to facilitate trades at very low prices for our clients.


Bonds & Fixed Interest

Typically bonds and fixed interest investments include Government, Semi-Government and Corporate securities. They also can include certificates of deposit, commercial paper and money market investments.

There are a number of terms usually used in relation to bonds and some of these include:

Principal – this is the amount originally invested.
Maturity – This is the date the investment is set to mature. Investments can have short, medium or long term time frames.
Coupon – This is the interest rate the issuer offers to pay.
Yield – This is the return expressed as a percentage, relative to the investment value.
Credit Quality – This refers to the “quality” or financial security of the organisation issuing the investment.

We have access to a wide range of the very best options available with some not available to the general public and can advise you on the best way to access these.


Managed Funds

Managed funds are where investors group their money together in what we term pooled investments which are to be managed by a professional fund manager. The fund manager uses this pool of money to purchase shares, property, cash, fixed interest, property or other investments in order to try to achieve a superior return to that which most individual investors can.

Investors buying into a managed fund typically buy units based on the amount they wish to invest and the unit price on that particular day. For example, an investment of $50,000 at a price of $1.00 per unit will acquire 50,000 units in the fund.

We have access to and provide the very best independent research on a wide range of managed funds and these suit many investors who need diversification and a professionally managed investment.

Avery Gibson Financial Services Pty Ltd (ABN: 45 119 229 980) is a corporate authorised representative of Plan 2 Pty Ltd (ABN: 60 010 875 073), an Australian Financial Services Licensee. (Licence No. 237874)