Investments
J.K. Kerkham Financial provides investment advice service to clients who are accumulating wealth, planning for their retirement or during their retirement. The implementation of proven investment strategies and high quality research enables our clients to better understand their investment portfolios and to properly plan to acheive their desired finanical goals.
Investing for Income
Most people have different investment income requirements. Our clients often need to balance their investment portfolio with their current and future income needs. For example, in retirement the short term need for income is important and therefore producing a regular, stable income-stream while preserving capital are the key considerations. Contact J.K. Kerkham Financial for advice on investing for income...
Investment Research
J.K. Kerkham Financial has access to high quality investment research from one of Australia's leading investment research houses. This experienced team provides in-depth investigative research and insight that we use during our client investment porfolio reviews and advice. We also use the research when reviewing and accessing special investment opportunities. Contact J.K. Kerkham Financial to discuss how you can access high quality investment research for your investments...
Asset Allocation
For many investors a mix of income and growth assets is the best option. Different asset classes and investment types provide different yields and risk/return characteristics. By combining assets into a diversified portfolio, our clients can find the right balance to match their cashflow needs and investment preferences. Contact J.K. Kerkham Financial for advice on developing an investment portfolio tailored to your needs...
Direct Share investments
Direct share investments can provide investors with tax-effective dividend income and the potential for capital growth over time. J.K. Kerkham Financial can provide single transaction advice on direct shares and assist clients with the execution of their share trades. Contact J.K. Kerkham Financial to review your direct share investments...