Investment Advice
Portfolios built from real assets, explained in plain English.
We deal in direct shares, fixed interest and managed funds, and construct portfolios around your timeframe, income needs and tolerance for volatility — not around a product list.
What's included
- Direct Australian share portfolios
- Fixed interest and income assets
- Managed funds and diversified portfolios
- Portfolio review, rebalancing and reporting
- Investment strategy for SMSF trustees
How we approach it
Although we are a Brisbane based operation, we have clients throughout Australia, holding a wide variety of investment portfolios — direct shares, commercial property, rental properties and managed funds.
Every portfolio is documented so you understand what you own, why you own it, and what would cause us to change it.
Dunross Financial Planning Pty Ltd holds Australian Financial Services Licence No. 237496. Advice is provided from our office at 190 Boundary Street, West End, QLD 4101, and to clients throughout Australia.