Investment Advice

Gavin Ma & Co Accountants have forged strategic partnerships with major investment portfolio management companies and platforms such as Wilsons, a well-established investment company over a 130 year history, that create the investment solutions that are just right for you.

To help you develop the right portfolio of investments, the solutions stretch across Australian and international shares, bonds and fixed interest, listed and unlisted property, cash, managed funds and alternative assets.

The benefits of using a specialist investment partner are:

Your own dedicated Investment Adviser

Your investment adviser will work with you individually to provide recommendations for your investment portfolio. All recommendations and insights will be backed by investment advisor’s extensive research capabilities.

Personal advice that’s tailored to you

Your investment adviser will take the time to get to know you and understand your ambitions and goals. This builds the foundations to provide personal advice tailored to you and your overall financial plan, before building an investment portfolio that’s specifically designed to meet your needs.

The security of personal ownership

You retain ownership of your portfolio, while tiresome administration can be outsourced to Wilsons etc. Beneficial ownership also provides you with flexibility, especially around tax planning. At all times we’ll work closely with you to maximise your benefits.

Flexibility to find the best investments for you, wherever they are

Once a clear understanding of your needs, priorities and goals are clarified, the investment adviser will work with you to put together a bespoke portfolio. This can incorporate investments across a range of asset classes, including Australian and international shares, bonds and fixed interest, listed property, cash, managed funds and alternative assets.

Transparent, hassle-free record keeping and tax reporting

By managing all investment correspondence and maintaining records of your shareholdings, investments, transactions and investment income, you will be relieved of the hassles of record keeping. You can receive quarterly interim performance reports and annual tax reports detailing purchases and sales, cash movements, realised and unrealised gains, income. Performance against industry.

Be the first in the market to be part of exciting investment opportunities

You can have  access to corporate transactions, such as Initial Public Offerings, Placements and Rights issues.

Access anywhere, anytime

Through your client portal on your smartphone and tablet, you can get real time market updates, access to your portfolio, watchlists and comprehensive research from our investment advisers.