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Johns & Grosser Financial Services
Investment Plans in Burnside

www.accordfinancialsolutions.com.au
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L 1, 206 Greenhill Rd. Eastwood. Burnside, SA, 5063.
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What you should know about Johns & Grosser Financial Services

Financial Services in Burnside, Investing in Burnside, Financial in Burnside

We yield an extensive range of investment, assets creation, asset protection and lending services for clients spread across Australia. Being privately owned, we have a long range of products and services which are recommended based on the quality and performance of the product. We are not needed to urge any particular products from anyone provider. We buy external research to assist us in assessing the suitability of investments to urge to our clients. Our focus is first and foremost to ascertain the lifestyle goals of our clients, prosper financial strategies that will help accomplish these goals. Once the strategies have been developed, we then source the maximum relevant products to achieve these goals. We have a detailed risk profiling assessment process to ascertain the good smooth of risk and return trade off for individual clients. Financial Planning involves making the superior use of resources to ensure income, financial growth and security. A Financial Adviser can aid you make informed decisions about your money and maintain or improve your lifestyle with a safe financial plan. A Financial Adviser will also help you understand risk, so you can assess what the superior options are for you. Talking to an experienced and licensed Financial Adviser will: Help you choose products that suit your needs.

Usually when you make an informed decision to receive on a positive risk, you create the opportunity for greater returns. Tall returns. Accommodating to take risks to improve returns. Accommodating to take more risk than maximum to improve returns. 13 You understand investment risk to be: Risk means that you could lose everything. Risk is something that is managed by the investment manager not something for you to worry about. It’s true that shares can be volatile over the brief term you can purchase and sell shares numerous times a day, usually at a different price. Shares can bear lengthy term capital growth. Despite their volatility, shares have outperformed all other asset classes over the former ten years. Shares can bear long term capital growth through increases in the value of share prices. This aptitude to reinvest in the company to foster greater growth and tomorrow gain can result in higher share prices the gain of which is passed on to shareholders. Also, as a company’s profits improve over time, demand for the company’s shares increases, pushing up share prices and providing further capital growth. Annual Movement of Australian Shares can be volatile over the short term Comparison of Asset Class Performance Shares outperform over the lengthy term Shares can bear capital growth means the value of your money increases over time. As a result there are now products that have been developed to face your needs. Responsible Investment is an umbrella term to describe an investment process which takes environmental, social, governance (ECG) or ethical considerations into account. This investment style implies that all industries should adopt higher standards of ECG practice in order to meet the expectations of society and to achieve sustainable and profitable business goals. This is not a hobby to make people feel good. As every investor has different concerns, at our first meeting we will labor with you to identify and document your Responsible Investment Profile. Once this is done we will advocate investment solutions to match your Responsible Investment profile. When an investor borrows funds using a Margin Lending Facility, they choose their investments from and extensive list of approved managed funds and listed equities. A Margin Lending Facility needs to be supported by the investor’s cash flow during times when the value of the investment falls. It is the time in the market rather than the timing of the market that is important. Extensive range of managed funds and share investments to choose from. Time in the market works, not timing in the market.
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Before seeking our advice, you will have a number of questions to question about Accord Financial Solutions Pt Ltd. You have the right to question us about our charges, the type of advice we will donate you and what you can do if you have a complaint about our services. This Financial Services Guide is issued with the authority of Accord Financial Solutions Pt Ltd. You should also be aware that you are entitled to take a Statement of Advice that takes into account your objectives, needs and financial situation whenever we produce you with specific advice. The Statement of Advice will enclose the advice, the basis on which it is given and information about our fees, associations, potential conflicts of interest and any other indirect benefits that may have opinionated the selection of notable products. In the event we make a recommendation to receive a particular financial product or present to issue or arrange the issue of a financial product, we must also bear you with a Product Disclosure Statement containing information about the special product that will enable you to make an informed decision in relation to the acquisition of that product. At our beginning meeting we will hand you our Financial Services guide including your adviser’s profile. When we are making specific product recommendations, all income paid to Accord Financial Solutions that relates to your portfolio will be included in your Statement of Advice. What should I know about any risks of the investments or investment strategies recommended to me? We will explain to you any significant risks of investments and strategies that we advocate to you. Some strategies are complicated and multifaceted and will require more than one meeting for explanation. All levels of service, their associated calculations for fees and charges and the ongoing services provided are discussed and disclosed in the Statement of Advice earlier to the implementation of any recommendations. The preparation for the Statement of Advice is calculated based on an hourly fee. For Risk Insurance products the commission is paid by the product provider, and this will vary according to the nature of the product and will be detailed in the Statement of Advice. These fees are either invoiced direct to the client, deducted from amounts invested or direct from the Investment Managers own resources. Do you yield any ongoing review service? Your adviser is qualified to give you a review service for your investment portfolio or life insurance program and the cost of this will be detailed in the S.O.A. The uppermost value of these during the calendar year is approximately three thousand dollars. Where the value of an individual item exceeds Three Hundred Dollars it will be listed in a specially maintained register which is available for your viewing. The maximum value of this during the calendar year is approximately three thousand dollars. The greatest value during any calendar year is approximately three thousand dollars per product provider, which is usually received in the form of subsidized training of authorized Representatives. We also maintain records of any recommendations made to you. Who can I speak to if I have a complaint about the advisory service? We are committed to providing quality advice to our clients. This commitment extends to providing close complaint resolution mechanisms for our clients. If you have any complaint about the service provided to you, you should receive the subsequent steps:.
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