By Craig Mowll
General Manager of Wealth Management, TPT Wealth.
Are you in it for the long game?
All businesses, both large and small, from all industry sectors are faced with the same challenge when it comes to managing their organisation’s financial assets: how to responsibly preserve the real purchasing power of their cash and achieve competitive average investment returns over the long term – in a low interest rate environment.
With official interest rates maintaining record lows, being able to mobilise your business’s money and find a quality investment that suits your goals while meeting your company’s requirements and policies can be a daunting prospect.
Even working out which alternative investment options are available can be a time and resource consuming task.
Regular bank products such as term deposits may be turned to, but is this always the best choice?
With Australian CPI increasing beyond the RBA cash rate you may potentially be earning less than inflation for your cash, which is becoming a real concern for businesses.
Fund net rates in comparison
Past performance is not a reliable indicator of future performance. Managed investments are not a bank account or term deposit and have a different risk profile. Read relevant disclosure documentation before acquiring any product.
Managed investment funds
When you are looking for a regular income stream with capital stability, or the potential for higher investment returns over the long term, there are other options that can give you both stability and confidence in your investment choices. Investors are increasingly turning to income focussed investments such as Mortgage Funds in an attempt to preserve the real purchasing power of their investments as regular bank deposit rates continue to fall.
At TPT Wealth (formerly Tasmanian Perpetual Trustees), we offer a range of different managed investment funds, depending on your goals and risk profile. Businesses and private investors can choose from short, medium to long term investments – in income or growth funds – whichever best suits your needs.
Proud heritage, exciting future
TPT Wealth has recently gone through a transformation, changing its name and branding and also launching new online services which provide investors with a new online portal, allowing them access to their investments anytime, anywhere. Grounded in over 133 years of history, we’re proud of our heritage, and we’re equally excited to evolve our investment product range and services to better reflect our investors’ needs now and into the future.
Meet us on one of our events for both current and potential new investors in the coming months, where we will be talking about the changing market conditions and the managed investment options TPT Wealth can provide your organisation.
Stay tuned to our website for more information or if you don’t want to wait to start your new long game, call us or drop in to one of our offices. TPT Wealth is the wealth management business of MyState Limited (ASX:MYS). Originally founded as Tasmanian Perpetual Trustees, TPT Wealth is one of Australia’s oldest and most respected providers of wealth solutions. Its managed funds have $1.2 billion in funds under management. The business is undergoing a multi-year digital transformation to place greater control in the hands of fund investors and significantly enhance the customer experience.
Leave a Reply