As more and more investment opportunities become available, the task of choosing the right investments and structuring a portfolio to meet your needs can seem daunting. Rabo Financial Advisors can help you select what is most suitable for your situation and personal goals.

The investments which Rabo Financial Advisors can facilitate for you include:

Managed Funds

Managed funds are investment vehicles which pool the funds of many investors in order to purchase assets such as shares, property, and bonds. A professional investment manager has operational and investment management responsibilities for the funds.

Managed funds generally allow for greater diversification than an individual investor can achieve. Investors share in the returns and risks of the investment portfolio. Normally investors can have easy access to their funds.

Stockbroking

For investors who wish to own a portfolio of shares directly, Rabo Financial Advisors, in conjunction with specially selected stockbrokers, can offer a managed, proactive stockbroking service designed to meet your needs.

Services include investment research, investment seminars, margin lending facilities, advice on portfolio construction, stock selection and a portfolio review service.

Margin Lending

Margin lending is a facility that allows you to use your investments in shares or managed funds as security for your borrowing. In this way you are able to invest more and increase the size of your total portfolio. This is done with the expectation that the investment earnings and increase in market value of the additional investments will exceed the interest paid.

Margin lending can be a powerful tool to build wealth.

Education Funding

School fees can place a considerable burden on cash flow. A simple and effective way to help ensure you can meet these costs is to commence a savings plan specifically for the education of your children.

The savings plan could involve an account with a bank or credit union, an investment in managed funds or shares, or a combination of these.

Investment Wrap Account

A wrap account is a facility that enables you access to wholesale managed funds and consolidated reporting on all your investments. One set of reports makes tax planning easier and enables you and your advisor to make better informed decisions about investment strategy.

The Rabo Investment and SuperWrap offers access to over 270 wholesale managed funds and to all ASX listed, CHESS sponsored securities. It also incorporates a cash account and offers a margin lending option.

Your Rabo financial advisor can provide you with further details on all these investment options and guide you in the selection of the most appropriate investments for your situation.

For further information locate your nearest branch or email rfa@rabobank.com.

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