Direct Share portfolio

  • Investment in Direct shares can be a cost and tax effective strategy to create wealth by investment in good quality (blue chip Share companies), both local and overseas.

  • They can form part of your overall strategy for investment diversity.

  • Direct share portfolios can be created to cater for the investor willing to take some risk in order to maximise return and tax effectiveness.

  • Can be structured within your superannuation or outside as a standalone portfolio.
     

At CDN Financial Services we can assist you to create, implement and manage a share portfolio that suits your financial goals.

 

Contact us to organise an obligation free first appointment to explore the opportunities available to you.

Phone: (08) 9274 0690
Email: info@cdnfinancial.com.au

Colin de la Nougerede and Colwen (WA) Holdings Pty Ltd ATF Del Family Trust t/a CDN Financial Services are Authorised Representatives of Sentry Advice Pty Ltd AFSL 227748.