Margin Lending

At what point do you use Margin Lending in your wealth creation strategy?

Margin Lending allows you to gear your portfolio and make a larger investment in shares, managed funds and options.

Benefits:

  • increase your participation in the stock market
  • diversify an existing portfolio using additional borrowed funds
  • direct regular cash flow into a structured, yet flexible investment plan
  • release cash from an existing portfolio for other business or investment purposes
  • use existing shares to finance new acquisitions such as rights issues, new floats and instalment receipts.

We will help you understand the impact of gearing on risk and return. While greater exposure to the equity market via gearing increases the opportunities for potential profit, it also increases the potential loss.

Talk to us today about Margin Lending and whether it suits your wealth creation strategy.

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