Building an investment portfolio can help you create a more secure and sustainable financial future and give you the freedom to live life how you want to, not how your bank balance dictates. A Commonwealth Financial Planner can give you professional advice about which investment option, or mix of investments, best suits your individual needs. When you’re ready to start investing, consider scheduling a no-obligation consultation – and we’ll cover the cost of your first appointment.
If you prefer the security of investing for a specified period of time and knowing what your investment will be worth at the end, a term deposit may be right for you.
If you have a large lump sum that you’d like to earn interest on while you plan your next investment move, you may want to consider opening a Cash Investment Account.
If you’re looking for access to a variety of sophisticated investment types, or asset classes, managed funds may be right for you. They’re an easy way to diversify your portfolio, and your money is managed by professionals.
Combining the benefits of a managed fund with the security of a life insurance policy in a simple, tax-effective investment vehicle, the Investment Growth Bond offers a range of investment options.
Commonwealth Bank offers a fixed-term Protected Loan that allows you to borrow money to build a share portfolio for yourself or your self-managed super fund (SMSF). The Protected Loan also gives you the flexibility you need to create a geared portfolio tailored to your investment strategy.