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Hi Guest,

Barely a day goes by when a client doesn't share with me some horror story they've experienced in the financial markets, in the past...

Sometimes it's simply due to calamitous occurrences in the markets themselves -- Far (far) too often, however, it's due to bad advice, bad (grossly irresponsible) risk-management, or just plain bad intentions from some industry type....

Very often, of course, it's some blended combination of the above.

So, I wanted to keep this email fairly brief, and simply focussed upon the facts and figures (verifiable ones).

After all - while no-one can truly guarantee the future of financial-markets investments we can and should, at the very least, be able to guarantee an open, transparent and reality-based approach to assisting clients.

Below are some facts relating to our Managed Strategy Portfolio service, and its core/primary market strategy.

Importantly:

  • Continued returns are not dependent upon positive economic conditions. The service therefore offers true diversification from the traditional buy-and-hold approach

  • Risk/performance can be adjusted for clients who are more conservative, or assertive

All of these are expanded upon on the site; linked below.

MSP service overview points:

   
   


Clarity is key, as always. So do reach out for further elaboration on any points at all, whether covered herein or otherwise.

All the best,

   
   

Investor Unity Australia

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This email is not directed at residents of the U.S. or any particular country outside Australia or New Zealand & is not intended for any person in any jurisdiction where such would be contrary to local law or regulation. Any advice included is general only, based solely on the merits of the financial products alone, without taking into account the objectives, financial situation or needs/circumstances of any particular person. Past performance is no guarantee of future returns. Inherent risks of any service must be understood, particularly those involving leverage. The PDS & FSG of the provider should always be considered.