There is often a trigger point or crisis that leads a client to seek financial advice. The value an adviser provides to their clients is bridging the gap between what they want and how they can get there.
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|A guide to ETFs|
Exchange traded funds (ETF) are one of the fastest growing investment tools in the world. This is because they are easy to understand and give investors a convenient way to add diversification to their portfolio.
|Share Builders: simple and streamlined||Share Builders offer investors a convenient way to borrow money to build a portfolio of listed securities. This article interviews Samuel James, who explains how Share Builders are a popular solution for his clients.|
|'Tis the season to...Fix, Prepay and Diversify||Prepaying the interest on your clients' loan may bring you greater certainty and locking in your loan at a competitive fixed rate will minimise the impact of interest rate fluctuations. Each June, you can fix and prepay interest through Leveraged.|
|Leverage: Where advisers fear to tred|
This article focuses on borrowing to invest in financial assets (equities, other listed investments and managed funds which cover a broad range of asset classes) rather than buying an investment property. This is not a view about the relative potential return of any particular asset class. However, it’s worth reflecting on one key difference between direct property ownership and financial assets: divisibility.
|Gearing: Shares vs property|
Almost everyone understands the benefits of borrowing money to invest in property. However, the similarities and benefits of gearing into equities compared to property is not so easily understood. With soaring property prices, investors need to explore other asset groups to build wealth. For Australians already holding property, diversification is an important consideration to reduce concentration risk and protect wealth. We’ve explored the age-old argument of shares vs property to bring you the pros and cons of both.
|Next generation referrals||According to the New York Times, 65% of all new business comes from referrals. For many of us, recommendations don’t carry more weight than from our parents, especially with big financial decisions. This is why talking with your clients about their children’s needs should be a priority for all advisers.|
|Next generation needs||Starting the conversation with the next generation may require a different way of thinking, but it could be the best investment your business ever makes.|
|Margin Loan fact sheet||Fact sheet for clients explaining how to build wealth by borrowing to invest|
|Investment Funds Multiplier fact sheet||Fact sheet for clients explaining the built in limits and controls of this product, exclusive to Leveraged|
|Investment Funds Multiplier adviser fact sheet||Fact sheet for advisers explaining the key differences between this product and a standard margin loan, the types of customers it may be suitable for and how to apply|
|Exchange Options Plus fact sheet||Fact sheet for clients about combining Exchange Traded Funds with a Margin Loan|
|Short Plus fact sheet||Fact sheet for clients about combining Short Selling with a Margin Loan|
|Instalment Plus fact sheet||Fact sheet for clients about progressively building an investment portfolio through instalment gearing|
|Rewards Plus fact sheet||Fact sheet for clients about earning Qantas Points with Leveraged|
|Citi Bonus Certificates||Leveraged is now lending on Bonus Certificates - one of the most innovative tools on the ASX|
|Positive gearing case study||In this yield strategy, we demonstrate how borrowing to invest can help a client to have sufficient cash flow to meet ongoing education expenses|
|Protective puts||A strategy guide to protective puts - 100% lending, 100% protected, with no break costs - including an example using real prices|
|Covered calls||A strategy guide to covered calls - suitable in a flat or gradually rising market - to enhance the yield from a blue-chip portfolio|
|Investing in international shares||Leveraged offers a Lending Ratio for international shares traded on various exchanges from around the globe. This document discusses the benefits of global exposure and how to get started|
|Next generation needs||It’s time to start having conversations with the next generations. It may require a different way of thinking, but it could be the best investment your business ever makes|
|Next gen referrals|
An integral part of broadening your value proposition through estate planning is talking to your clients’ beneficiaries. Bringing children into the conversation not only makes sense, it is your ready-made client pool.
|Gearing: shares vs property||This article examines the pros and cons of investing in shares vs property, then introduces Share Builders as an easy way to gain exposure to the market.|