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Our shares and investments options

Share Trading

With the simplicity and guidance of MyWealth and the extensive features of CommSec, you’ll have what you need to help build and manage a diverse share portfolio to help you reach your investment goals. Explore the benefits of MyWealth and CommSec.

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MyWealth

MyWealth is the one place that puts you in control of your financial future and gives you the tools and resources you need to build your wealth, your way. See your shares, property, savings and super in one place.

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Term Deposits

With a Term Deposit, your interest rate is guaranteed not to change for the nominated term, so you know exactly what your investment’s worth. Invest $5,000 to over $500,000 for terms of between one month and five years and take advantage of our range of interest payment options.

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Investment Growth Bond

An Investment Growth Bond is an insurance bond that provides a range of investment options in a simple tax-effective package. Features include guarantees on some of the investment options as well as the ability to nominate beneficiaries to provide more certainty in estate planning.

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Managed funds

Managed funds provide access to a range of sophisticated investments – some of which aren’t usually available to individual investors. You can start with just $1,000 and are able to choose your preferred investment type and receive access to different asset classes, companies and countries.

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Protected Loans

A Protected Loan is a flexible loan facility that allows individuals and self-managed super funds to borrow money to purchase shares. It offers the flexibility to create a geared portfolio that is tailored to your investment plan.

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Instalment Warrants

Instalment Warrants are listed on the ASX and allow individuals and Self-Managed Super Funds to borrow to invest in a selection of Australia’s Leading companies and Exchanged-Traded Funds (ETFs).

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Guaranteed Annuities

Financial security is one of the biggest priorities for those planning their retirement. An annuity is a low-risk investment for people who want to receive a regular guaranteed payment, either for an agreed term or for the rest of their life.

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Financial health check

Reach your financial goals

A regular financial health check helps you identify and assess your investment goals and enables us to find ways to help you achieve them. We offer:

  • Straightforward, professional financial advice
  • Investment strategies tailored specifically for you
  • Advice on ways to protect income and assets, make and grow investments and maximise super
  • Affordable ongoing support to help you reach your goals

Your first consultation with a Commonwealth Financial Planner is free and no-obligation.

All you need to know about investing...

You don’t need a huge amount of money to start investing. Find out about costs and taxes, how much you might need and how to check if you're financially ready.

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Understand how earning interest on your interest could help make your investments work harder.

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Here we look at the four main types of investments - cash, fixed interest, shares and property. 

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Learn how building a diverse portfolio with different types of investments may help to reduce your risk of market ups and downs. 

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Before you begin investing, it's a good idea to think about your financial goals and how long you want to invest for.

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Here's a quick guide to getting started with investing, from do-it-yourself options to one-off or ongoing advice and portfolio management. 

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Generally, when investing, the more money you stand to make, the more money you stand to lose. Here are a few key things to keep in mind when deciding what level of risk you are comfortable with.

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Important information 

The information contained on this web page is of a factual nature only and is not intended to constitute financial product advice. It has been prepared by Commonwealth Financial Planning Limited without considering your individual objectives, financial situation or needs. You should consider its appropriateness in light of your circumstances and consider seeking professional advice relevant to your individual needs before making a decision based on this information. Commonwealth Financial Planners are Representatives or Authorised Representatives of Commonwealth Financial Planning Limited ABN 65 003 900 169, AFSL 231139, a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.

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