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Investing by regular
installments can reduce the risk of bad market timing. Buying in ups and downs may acheive lower average purchase price.



When cashing in investments that have made a profit, beware of capital gains tax. Tax planning may help reduce your tax liabilities.
Vertex Group Pty Ltd
ABN 35 099 956 402

is an Authorised Representative of GWM Adviser Services Limited
ABN 96 002 071 749

Australian Financial Services Licensee. Registered Office at Level 2, 105-153 Miller Street North Sydney NSW 2060

Initial Consultation (No charge)

From time to time we find some clients prefer to meet and discuss their situation before going through our Lifestyle Modelling Analysis. In these cases, we are happy to offer a one hour consultation to discuss the mechanics of our service at no charge.

Contact our office for pricing details.