Investments
Investing means becoming wealthier by buying and sometimes selling assets that provide income while you hold them and capital when you sell them.
There are two ways to invest and three broad types of investment. We can assist you with all of them.
The two ways to invest are directly or indirectly. Direct investment is where you buy and hold investment assets in your own name (or in the name of some entity that you control, such as a family trust or a self-managed super fund). If direct investment is what you are after, we can help you find the right investments to make and the right ways to manage those investments. A big part of this is making sure that you buy the asset in the right hands. Sometimes this is yourself, but sometimes it is not.
Indirect investment is where you employ an investment manager to buy and hold investment assets on your behalf. We can assist you to identify the managed investment option or options that best suits your circumstance and your goals, and then show you how to access the particular benefits of managed investments to minimise your risk.
The three broad things in which you can invest are shares, property and cash fixed/interest. The specific choice of investment types, and the way in which you mix these choices within your portfolio, is different for each person.
We take the time to assist you to identify which type or types of asset class makes most sense, and then assist you to make either a direct or indirect investment accordingly.
Andrew Brian Potts
Director and Financial Planner
Andrew studied at Victoria University obtaining a Bachelor of Business (Banking & Finance/International Trade). He also studied at Investment Banking Institute obtaining a Diploma of Financial Planning, as well as a Graduate Diploma of Financial Planning from Kaplan.
Andrew has been a financial adviser since 2014 when he began as an Authorised Representative of National Sterling Group. He has been the director of Potts Financial Services Pty Ltd since December 2014. Both Potts Financial Services and Andrew have been Authorised Representatives of Shartru Wealth Management since June 2018.
Andrew is an Authorised Representative of Shartru Wealth Management Pty Ltd. He specialises in Superannuation, Risk Insurance and Investment Strategies. He is based in Melbourne and available for appointments over the phone or in person.
Andrew Brian Potts is an authorised representative (468035) of Shartru Wealth Management Pty Ltd (AFSL 422409).
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