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.