How can arcinvest help me?

arcinvest can provide financial and investment advice to help guide your financial decisions, as well as help you understand what each decision means. We can help you make the most of your financial assets during each stage of your life, with regard to the changing financial climate, to ensure you meet your goals.

How much money do I need before arcinvest will see me?

If you have any financial investments, or are wanting to build an investment portfolio, we can help or point you in the right direction.

Should I invest?

An investment is a big financial decision, which is why we recommend talking to us if you are considering investing. One of the most compelling reasons to invest is the prospect of having your assets work for you – you can make your money generate more money by earning interest on what you put away or buy and sell.

In saying that, building a long term investment portfolio is not for everyone. We will talk about your risk profile and what is suitable for your particular needs.

What are your fees?

Our fees adhere to a stepped structure which is dependant on your service. To get a quote, or book a complimentary consultation, contact us.

What is Super?

Superannuation is a means to save for your retirement. Your super fund consists of super contributions made by your employer as well as your own contributions. The government can also add co-contributions depending on your financial situation and current rules. The government encourages people to use super as a means to fund your retirement by giving generous tax concessions – up to a limit. Despite the seemingly constant changes to super laws, it remains , and is likely to remain, an attractive tax-effective means of saving for retirement.

Too many options? We can help clarify these decisions. Talk to us for a complimentary discussion on your super options.

What is a self-managed super fund?

A self-managed super fund (SMSF) is superannuation that you’re in charge of – you make all the investment decisions, but are also held responsible for complying with Australia’s super and tax laws. SMSFs can be very time-consuming and hard to utilise without the right expertise. It’s a big financial decision that we can help you with.

We have clients with SMSFs and ones without. It all depends on your particular situation.

What is a wrap account?

A wrap account is a means of consolidating your investments into an overarching account managing all your investments, simultaneously providing a simple picture and view of your investments. Wrap accounts are usually offered by financial planners for an ongoing advice fee.


Did we answer your question?

If there’s anything we missed, or something else we can help with, please contact us today.