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News Bulletin : ADA News Bulletin April 2011
44 APRIL 2011 access empowers the investor to separate product sales and financial advice; • access to professionally researched and constructed portfolios that match an investor’s risk profile with the appropriate asset allocation so that investors can assess their portfolios performance against a recommended portfolio; • access to regular portfolio updates and performance reporting that allows investors to monitor and change their portfolio in real time 24 hours a day; • the ability to self assess and determine their own risk profile and investment goals using the same professional tools used by advisers; • access to timely and insightful stock market research and analysis that is the same information accessed by professional money managers; • access to the investment insights of highly talented fund managers and market specialists on a regular basis; • access to ongoing education coupled with guides to investment and retirement strategies including updates to technical information such as superannuation contribution limits. In summary, the creation of a series of tools that provides investors with the insights to understand what they’re investing in, manage and monitor their investments, and provide the educational resources to become a successful self-directed investor would create informed investors. This would enable investors to engage their adviser when advice is required and fully participate in the advice process to determine what exactly constitutes value for money. Following months of research and negotiation I have been able to source these components and plan to make these tools available to investors on an annual subscription basis in the very near future. Next month, I will provide further details so that you can take control of your investment future and focus on becoming a better investor. Like I have always said, “No one cares more about your money than you.” The information contained in this article is believed to be accurate. To the maximum extent permitted by the law, 2020 DIRECTINVEST (AFSL 244 249) disclaims liability for errors in, or omissions from, this article. In no way should this article be construed as providing securities advice or an endorsement or recommendation of any security or product. In preparing this article we have not taken into consideration your investment objectives or your investment needs and make no representation as to the suitability or otherwise of any product, or security, to you. Michael Lannon is the Executive Director of 2020 DIRECTINVEST, an ADA Partner service specialising in the provision of execution only DIY investment services. For more information or any questions please contact Michael Lannon on 1800 352 021 or visit 2020’s website on www.2020DIRECTINVEST.com.au investment insight
ADA News Bulletin March 2011
ADA News Bulletin May 2011