Investment

Saving for a deposit on that first property?

You have surplus income you don’t know what to do with?

Received an inheritance?

These are some common questions asked which trigger the need for investment advice.

One of the biggest myths regarding investment and wealth creation in general is that you have to have a lot of money to do it. This is far from true, the reality is the sooner you can start building your wealth through investments the better, essentially time allows the power of compound interest to work for
you.

Whatever your goals are Southern Advisory can help with options and strategies tailored to your specific situation.
Southern Advisory can assist no matter how big or small your investments are, or what your needs may be.
Our primary objective is to work with you to help secure your financial future.

Investing can be difficult as there are seemingly endless options and potential pitfalls.
​Southern Advisory can work with you to find the right solution for you. 

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Southern Advisory ABN 63 066 365 929 , Authorised Representative No. 437285  Charter Financial Planning Limited.
ABN 35 002 976 294 AFS Licence No. 234665 
Registered Office: Level 9, 750 Collins Street, Docklands VIC 3008
Charter Financial Planning is a member of the AMP Group. The AMP Group includes companies formerly part of the Australian and New Zealand operations of AXA Asia Pacific Holdings Limited.
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