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Case Studies

The following case studies represent actual investment results. They Show the number of shares purchased, the purchase date, amount invested, current unit price and value of the investment as of the 22nd of October 2007.

These case studies have been selected to illustrate a broad cross section of investments but also the diversity of our clients from individuals, companies, trusts and SMSF’s.

The names of the investments and the investor’s have been removed. This is to protect the identity of the investor’s and also because these are case studies presented as an example of what is possible. It is not intended as an offer to sell securities.

Everyone’s financial situation is different and you should always consult a suitable qualified advisor before making any investment decisions.


 
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