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Discussion in 'Financial Planning' started by Newjc, 3rd Jul, 2011.

  1. Newjc

    Newjc New Member

    Joined:
    29th May, 2011
    Posts:
    4
    Location:
    perth
    I have started question 5, about to recommend some managed investments, but wasn't sure if Grace should purchase the shares 'hot tip in question 3 (C). Has anyone considered this purchase in question 5?
     
  2. Dane18

    Dane18 New Member

    Joined:
    27th Jun, 2011
    Posts:
    4
    Location:
    Adelaide
    Hi Newjc,

    I am up to question 5 aswell and at this stage i am not going to recommmend she purchase those shares, this only due to the fact she is interested in MF's and doesnt neccesarily want to hold direct shares as she had in the past.

    Are you recommending she use derivatives? im going to recommend she gain exposure to these through MF's.

    I am interested in what your answer was for 4 b.

    Dane18:D
     
  3. Newjc

    Newjc New Member

    Joined:
    29th May, 2011
    Posts:
    4
    Location:
    perth
    Hi Dane,

    Thanks for your insight. Q4B - i basically listed the different types of derivatives and went into detail on Futures & Options.