Evolution of Investing

Is it better to invest directly into shares or to invest through managed funds?

This week Rob and Amy discuss the pros and cons of each approach and explain, whilst there is no right or wrong option, it is dependent on individual preference and which strategy you are most comfortable with.

They also provide insight on the way they invest for themselves, both now and historically, and explain how access to direct shares and managed funds changed their strategy not only in their own names, but within Superannuation too.

 

Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. Liability limited by a scheme approved under Professional Standards Legislation.

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