DP Wealth Advisory
specialises in ETFs:
ETFs are very useful to allow investors to get exposure to a wide range of various assets such as shares, property, fixed interest, and infrastructure at a low cost, while maintaining liquidity and transparency.
What are Exchange Traded Funds (ETFs)?
Exchange Traded Funds (ETFs) are products, listed on the ASX which can help investors buy “baskets” of shares based on indexes or themes. ETFs are used by investors to accumulate wealth and help diversify their portfolios.
Are ETFs right for me?
One size doesn’t fit all, and we strongly recommend speaking with one of our DP Wealth Advisors who can appropriately assess your individual circumstances and advise you on the investment decisions best suited to your lifestyle and the goals you want to achieve.
Talk with us today for an obligation free conversation on your investment decisions.
What can you invest
in through an ETF?
ETFs are available for a range of asset classes and individual assets. These include:
➤ Australian shares
➤ International shares
➤ Sectors of the Australian or international share market, such as mining or financials
➤ Fixed income investments like bonds
➤ Precious metals and commodities
➤ Foreign currencies
What's not an ETF?
Some products track an index or asset and 'look' like an ETF. But they're not ETFs and they can be riskier. These products include:
❯ Exchange traded commodities
❯ Exchange traded notes
❯ Exchange traded certificates
❯ Exchange traded securities
❯
There are also exchange traded managed funds and exchange traded hedge funds. With these, the investment manager tries to outperform an index and may use high risk trading strategies.
Want to know more about ETF’s?
Visit the Australian Government’s Moneysmart site for more details.
OR
Or the Australian Stock Exchange (ASX) for a short introductory course.
Wanting support to grow, protect and maintain your wealth?
Let's talk.
Contact Us
Bespoke Investment Strategies
& Goals Based Advice
DP Wealth Advisory Pty Ltd ABN: 68 107 237 196 is a holder of an AFSL 277493 (effective 23rd September 2004).
Andrew Wielandt, Michael Doherty, Dan Marks, Rod White and Jye Berghofer are all Authorised Representatives of DP Wealth Advisory Pty Ltd (effective 5 October 2021).