Cotter Financial Services
P: 07 3333 2610   F: 07 3333 2601
  • Home
  • Services
    • Self Managed Super Funds Investments & Strategies >
      • What is a Self Managed Super Fund?
      • Who should have one?
      • Benefits and Advantages
      • How can Cotter Financial Services help with your SMSF?
    • Business Succession
    • Personal Life Insurance and Advice >
      • How much life cover should I have?
      • What types of life cover are available?
      • What types of life insurances will Cotter Financial Services recommend?
    • Redundancy Advice
    • Estate Planning
    • Maximise Centrelink Entitlements
    • Retirement Planning >
      • How much do I need to retire?
      • How can Cotter Financial Services help? >
        • When can I start an account based pension?
    • Aged Care Preparation Advice
    • Portfolio Management >
      • How do I know which investments are right for me?
      • How much risk should I take?
      • What sort of investments will Cotter Financial Services recommend?
  • About Us
    • Who are Fortnum? >
      • Fortnum Financial Advisors - Brochure
      • Charter of Independence
    • The Team
    • In the Media
  • Helpful Info
    • Blog
    • Account Access
    • Forms
    • Newsletters
  • Contact Us
  • Locate Us
  • Cotter Services

Portfolio Management

The experts at Cotter Financial Services offer a portfolio management service that makes handling your investments easy!

We provide the people, tools, and methods you require to effectively manage your investment portfolio. Your portfolio manager keeps abreast of the changes in the investment market, saving you the trouble of doing the research yourself. You maintain control of your investments while eliminating unnecessary risks and delegating the everyday tasks and complex decisions to your experienced investment manager.

At Cotter Financial Services we design and manage portfolios with your individual requirements and objectives in mind. This means your investments are handled in the most efficient manner possible and ensures your goals are met.

How do I know which investments are right for me?

How much risk should I take?

What sort of investments will Cotter Financial Services recommend?
Imagine a sense of control and security with your finances in order

Picture
Cotter Financial Services is a partnership between Cotter Services Pty Ltd ATF Cotter Family Trust & DFS (Ipswich) Pty Ltd
ABN: 79 508 591 058