Financial Planning & Investment
Investments form an important part of most Statements of Advice and may include a range of investment types from term deposits to managed funds -

The range of investments available includes;
  • Income producing Investments, such as
    • Cash Management Trusts
    • Term Deposits
    • Mortgage Trusts
    • Immediate annuities
    • Allocated Pensions
    • Super Pensions
Our team will also have you consider protected and income growth investments and tax-advantaged investments.

Selecting the right investments and the right tax structure can be a major challenge, and not one you should do on your own.

Remember at every step in this journey you are one-on-one with your planner, knowing at all times that you have a written document, the Statement of Advice, to which you are able to refer.

You will receive regular consolidated reporting on your investment, comprehensive end-of-year tax reporting and on-going financial advice as and when you need it.

 
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Find out why successful property developer James McMahon consulted PCL Money when he required finance for his latest project.

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