Why do your investments matter?
With the cost of living increasing every year, it is important to make sure that your money is working for you and not against you when it comes to investing your assets. At Cotton Tree Financial services, our Sunshine Coast investment specialists have over 50 years of combined experience in the field of investing, with a specific interest in direct equities.
We make our recommendations based on market data from the biggest research providers in the industry to ensure that you are invested in the right companies as best as possible.
What makes our Maroochydore investment services different?
As we are self-licensed investment advisers, we are able to access a wide range of investment types across different markets to find the best opportunities for our clients.
We don’t focus on placing all of your money into expensive, underperforming managed funds, instead we focus on adding value through a diverse and well-thought-out investment portfolio that includes different investments based on your individual risk appetite.
We aren’t restricted to investments that are tied to an institution or a platform provider, we use some of the best to ensure you are better off.
Another benefit of being self-licensed is our access to wholesale offers for things like Initial Public Offerings (IPOs).
To find out more, talk to a Cotton Tree Financial Services investment specialist on the Sunshine Coast today.
What we invest in
Cotton Tree Financial Services invest in a wide range of asset types across different markets, both inside, and outside, of Australia.
We specialise in:
- Direct Equities
- Exchange Traded Funds (ETFs)
- Bank Hybrids / Preference Shares
- Index Funds
- Term Deposits
- Annuities
How we deliver investment management services
We provide advice on a wide range of investment types, through a range of different investment providers and structures that suit your individual needs. As a self-licensed investment management practice, we aren’t restricted like most other investment managament firms who have their recommendations restricted by their license provider.
We provide advice on investments regarding:
- Self-Managed Super Funds (SMSFs)
- Personal investment portfolios
- Trust structures
- Investment and Education Bonds