Using brightday's Portfolio Planner

We know that making investment decisions is not simple so we've developed a Portfolio Planner to ask a series of questions that will assist you to work out who you are as an investor. You are asked questions to determine what stage in life you are in, your appetite to risk and how many decisions you want to make to get started so we can suggest a product that might be suitable for you.  

This video will show you just how easy it is:

 

If you have any questions do not hesitate to contact our friendly team on 1800 458 656 - between 8.30am and 5.30pm Monday to Friday (AEST) or you may click here for more options.

 

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.

Jeff Ooi
7 July 2014