The list of investment products and services that are available are endless and ever changing and choosing the right investment product to suit your needs can be an extremely daunting task.
It is the role of the financial adviser to know what products are currently available and that will suit your investment goals and needs. At Quantum Planning, we pride ourselves in providing experienced and knowledgeable advisers with a comprehensive support system.
Quantum Planning is a member of the AXA Financial Advice Network (FAN). As a member of FAN, we are provided with an Approved Product List (APL).
Included in this list are products from leading investment firms such as:
- Perpetual
- ING
- Macquarie
- AXA Australia
- Credit Suisse
- Deutsche
- MLC
Several APL’s are available for the different fields of investment. These fields include:
- Managed Investment Products
- Direct Shares
- Traded policies
- Agribusiness
- Property syndicates
- Gearing
- Direct Fixed Interest
- Corporate Super
- Annuities
- Growth Pension
Having a professional financial adviser thoroughly evaluate your financial situation and then match the right products to suit your investment needs is therefore essential to achieve your goals.
If you would like one of our advisors to contact you directly Please contact our Client Services Manager on 07 5509 8999 or review our details on this website under CONTACT US.
*A range of products from major companies, as researched and approved by Charter Financial Planning
*list is subject to change