Financial Planning

Why invest in managed funds?

Generally, we would construct an investment portfolio including managed funds. We recommend managed funds because the day to day decisions for these funds are made by teams of experts who are continuously monitoring performance and identifying opportunities. We believe that by utilising these experts, our clients benefit from their knowledge and can spend their time in their own areas of expertise. Harris Financial Planning monitors your portfolio and provides recommendations to you based on your goals as well as the performance of the funds.

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