Investment

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At Financial Solutions Victoria we can recommend investment options we believe can contribute to your wealth accumulation and securing your financial future. By providing personalised, responsible advice suited to your circumstances we can assist you to develop your financial strategy, construct your portfolio and implement your plans. Our experienced team provide advice and service of the highest ethical standard. 

Our fees are based only on service. We do not charge entry and exit fees. We provide advice on a range of direct wholesale investments and platforms, and also tax structures such as self managed super funds. 

Investment strategies and advice include: 

  • Matching investments to your objectives and risk preferences
  • Tax effective investment planning
  • Managed funds, master funds and wrap accounts
  • Direct investments: cash, fixed interest and shares
  • Buying and selling of listed investments

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