Investment Strategies

‘A Goal without a plan is just a wish’ – Antoine de Saint-Exupery

Everyone wants to improve their financial position - it is one of out most basic desires.  However, an action plan without definitive strategies, will never change anything. Planning allows you to make sound financial decisions, while understanding how they will impact on other areas in your life.

With KPS Wealth, we help you create a sustainable and realistic financial plan that you feel comfortable with, rather than being told where to invest.  During our process, we get to know you personally, learn about your career or business aspirations, understand your existing financial affairs, the importance of your family and what you want to achieve for your future security.  

Receiving financial advice should not be a one off event. By tailoring a plan specifically for you, we continually monitor and assess its strengths and weaknesses over time, making adjustments to optimise your plan, along the way.

Your Financial Future Begins Today 

Direct Shares and Share Trading

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Managed Funds

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Gearing

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Direct Shares and Share Trading

Have you ever wondered how the stock market works, or how people create wealth from buying and selling shares.  If you have never bought or sold shares, and considering this form of wealth creation, it can be overwhelming and tricky.  Sometimes even risky.  

When someone owns a share, they own part of that company which means they have interest in how the company performs.  If the company performs well, then the share price will increase, and they are entitled to a portion of those profits in the form of a dividend.  The shares can be sold at a profit and the process is repeated. 

This method of making money works well when someone is guiding and researching the investment decision. There are many factors that affect a share price, such as supply and demand, which is why it's important to have sound knowledge and understanding of what is involved with share trading.  

  When done right, there are a number of benefits to share trading, the two most important being:

• If you buy and sell your shares intelligently, you can potentially generate lucrative returns.
• Because of the wide variety of shares on the market, you get to pick and choose the shares that best suit your portfolio.

How We Can Help

At KPS Wealth, our experienced advisors are on hand to help you increase your wealth by building a tailored direct share portfolio for you. We buy and sell shares at competitive brokerage rates. Given the market’s tendency to fluctuate, all of our advisors build on their knowledge base by using research from respected research providers.

Managed Funds

How We Can Help

We understand that you are working hard for your money and would like your money to work harder than you. 

By remaining objective, critical and not being restricted to recommending in-house products, our skilled advisors can identify funds that are most benefit and truly suit you. There are currently over 2,000 managed funds available, covering every possible combination and variation of investing styles. Finding the perfect fund for you takes time, effort and inside knowledge. That’s how KPS Wealth can help you. 

Gearing

Taking a tactical approach to wealth creation, gearing or borrowing may give you access to investments that have been beyond your reach. 

By borrowing to invest and adding to your existing funds you create:

• The potential for a larger portfolio
  
• A better spread of investments
  
• Lower average transaction costs and 
  
• Potential tax efficiencies

How We Can Help

Gearing offers large wealth creation potential, however it can be a complex process.  Understanding the risk factors with gearing, we consider all the factors to mitigate risk to you.  Whether it is home equity loans, or margin lending, we seek to find the right product to suit your situation.