Investments

Investing means becoming wealthier by buying and sometimes selling assets that provide income while you hold them and capital when you sell them.

There are two ways to invest and three broad types of investment. We can assist you with all of them.

The two ways to invest are directly or indirectly. Direct investment is where you buy and hold investment assets in your own name (or in the name of some entity that you control, such as a family trust or a self-managed super fund). If direct investment is what you are after, we can help you find the right investments to make and the right ways to manage those investments. A big part of this is making sure that you buy the asset in the right hands. Sometimes this is yourself, but sometimes it is not.

Indirect investment is where you employ an investment manager to buy and hold investment assets on your behalf. We can assist you to identify the managed investment option or options that best suits your circumstance and your goals, and then show you how to access the particular benefits of managed investments to minimise your risk.

The three broad things in which you can invest are shares, property and cash fixed/interest. The specific choice of investment types, and the way in which you mix these choices within your portfolio, is different for each person.

We take the time to assist you to identify which type or types of asset class makes most sense, and then assist you to make either a direct or indirect investment accordingly.

Chris Thorn

Financial Planner

I greatly enjoy helping people achieve their financial goals, and I am committed to providing a high level of service to my clients. I pride myself on being open and honest with clients, as well as keeping the promises and commitments I make to them.

I have more than 30 years experience in the financial services industry, starting as an insurance agent with a large financial institution, and moving through a broad range of management positions and financial planning roles. Having worked for over 12 years with State Super Financial Services, I am an expert in Commonwealth Public Sector Defined Benefit Schemes –CSS and PSS. I have a strong background working through Redundancies and developing Centrelink (Age Pension) strategies.

Born and bred in Melbourne, I have spent most of my working life here, apart from short stints in rural Victoria and New South Wales. I am married with three adult children, and now have 4 grandsons. I enjoy overseas travel with my wife, am a keen golfer and long time supporter of the Geelong Football Club.

Chris Thorn is an authorised representative (1258276) of Nextplan Financial Pty Ltd (AFSL 1258276).

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