Tell us a bit about yourself so we can better match to your personal style!

Covering issues like How much time are you willing to spend managing your investments? or Do you like to make a lot of decsions or prefer as few as possible?

These may seem simple but understanding this makes a real difference and helps us come up to speed and assist you faster.

Here's the link: Portfolio Planner

Try it out today!

General Advice warning:
Pearl Funds Management, an authorised representative AFS Rep No 001254808 of Banyan Securities Pty Ltd AFSL 484139
The information presented by us is general in nature and does not take into account your personal goals and objectives. It does not represent financial product advice. You should always seek independent legal and financial advice before making a decision in relation to a financial product. Read the Product Disclosure Statement (PDS) before making a decision. You should consider your own circumstances, needs and financial objectives before making a decision.

Robert Milburn
30 October 2023