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Looking to build a share portfolio but not sure where to start?

At PPT, our experienced investment advisors can help guide you through the process and provide tailored solutions based on your unique financial goals and risk profile. We’ll work with you to determine how much you can invest and help you understand your risk profile and make sure you’re comfortable with the investments you choose.

Choosing Your Strategy

Whether you’re an investor looking for a long-term view or a trader seeking to profit from daily share price movements, we can provide the guidance and education needed to make informed decisions.

Building Your Investment Portfolio

With our expertise in researching and selecting quality blue-chip companies, we’ll help you build a diversified portfolio that spreads your risk while maximising your potential for long-term wealth. Don’t fall for hot tips or unreliable sources – trust our team to help you make the most of your share investments.

Our Financial Planning team can:

  • Purchase/sale of domestic & international shares
  • Investment analysis & reporting
  • Portfolio management
  • Margin trading accounts
  • Derivatives trading

Get the Right Advice

Discuss your share trading goals with our team. Call (03) 5331 3711 or submit an online enquiry today.

PPT Financial Pty Ltd ABN 64 050 243 073
Australian Financial Services Licence No 252992

Director Representatives: Cameron R Moore, Peter J O’Connell, Tim R Hovey, Brent P Olszewski. Representative: Zoe E. Bandy.

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