Services

Build a Share Portfolio

Building a share portfolio can be a very tax effective way to grow your wealth beginning with just a few dollars. Investors may choose to build a share portfolio for a variety of reasons, including:

  • Create tax effective income for retirement either inside or outside super
  • Build an investment portfolio for their SMSF
  • Potentially replace their earned income
  • Begin a savings plan for their children’s education
  • Tax minimisation
  • Implement a gearing strategy (borrowed funds) and grow the portfolio more quickly
  • Build your own Cashcows and/or Bullseyes portfolio

Suncow Wealth has its own stockbroking facility providing clients a number of different strategies to build a share portfolio. Some of the options available to clients include:

  • Lump sum investments
  • Regular investment plans e.g. monthly
  • Gearing strategies i.e borrowed funds
  • Derivatives

We invite you to contact Suncow Wealth on 02-9810 8832 and find out how you can begin building your share portfolio with as little as $50 per week without using a managed fund.