As per our earlier discussion, see the information below.
  • We have prepared an article regarding Exchange Traded Funds (ETF), click here.
    • A good ETF you can start-off with would be Vanguard - Australian Shares. We attach a fact sheet pdf for you to view. Pay close attention to page 2 headings: 
      • TOP 10 HOLDINGS
      • and SECTOR ALLOCATION %
  • It would be the best for tax saving purposes if the purchased shares are under the person who earns less, tax rate is less, etc.
  • Lastly, we would recommend you to open a share trading account with a quality platform provider. e.g. Commsec, Westpac Trading. 
    • Please avoid poor quality cheap share trading platforms like ANZ, NAB, etc. 
If you wish to see us and set it up for you, please make an appointment. Minimum fees for the one-off set-up will be depending on how many shares/ETFs you wish to buy -  starting from $300 -$400 + GST including 
  • set up the share trading account, 
  • meeting with you to go through with you, 
  • guiding you how to check balance , etc..