Equity Investment

Marrickville Financial Planning is your local team of financial advisors who can provide leading financial advice on any investment decision, including equity investment.

Managed funds pool the money of many people and invest it in a variety of asset classes by a professional fund manager (e.g. shares, property and fixed interest).

A number of 'units' are assigned to each investment, making you a 'unitholder.' Each unit represents the same amount of a fund's market value.

Throughout the year, a fund can receive income in the form of dividends or interest, as well as gain from the value of its investments increasing in value. It may also profit from the sale of its holdings.

Marrickville Financial Planning can assist you in determining which managed fund is best suited to your needs and risk profile.

It's important to remember that all investments come with some level of risk. The product issuers and Marrickville Financial Planning cannot guarantee the performance of any funds or the avoidance of financial losses.