wealth services

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services

 

 

 

 
 
 
 

 

 

contact us
Head Office Qld
Suite 28 Level 4
Hyper Centre
50-56 Sanders Street
Upper Mt Gravatt Qld 4122
 
T: 1300 886 724
F: 1300 886 725
 
PO Box 6714
Upper Mt Gravatt Q 4122
 
 
 
 
 
info@360degreewealth.com.au

Investments

Borrowing to invest is a common strategy used by investors. There are 2 types of gearing – Margin Lending or Protected Lending. Margin Lending allows greater investment opportunities, a larger and better quality portfolio, reduces risks through diversification, accelerates wealth creation and potential tax efficiencies. However, remember that without the presence of good investment choices, your losses can be magnified and you may be forced to sell your investments at unfavourable prices.

Your margin call options may include selling investments to repay debts, paying back loans from external sources, or investing more money when prices are low. Therefore the most effective option to lower the chances of possible risks is to develop a financial plan with our team of specialists, where the expertise and knowledge utilised will be to your best advantage. Regular reviews of your investment portfolio will be carried out in order to maintain and maximize your performance funds.

Further details can be made available by contacting us on info@360DegreeWealth.com.au.

Dealer Group:
Wealthsure Financial Services Pty Ltd
Australian Financial Services Licenseewealth_sure
License Number 326450
T: 08 9267 3444
F: 08 9267 3499

360 Degree Wealth Services are a Corporate Authorised Representative of Wealthsure Financial Services Pty Ltd..

Our Australian Financial Services Licence is provided by Wealthsure Financial Services Pty Ltd (AFSL No. 326450) the Wealthsure Financial Services Pty Ltd AFSL applies to financial products only. Please note financial broking, mortgage broking, home loans are not considered to be financial products.

The information contained within the website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, 360 Degree Wealth Services will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.

*Independently owned means that 360 Degree Wealth Services Pty Ltd is not owned by Institutions or Product Manufacturers.