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Advisory Service

Our Investment Advisory Service is designed for those who want to manage their own money but would like support from a professional investment adviser.

Your adviser will recommend an investment portfolio to suit your needs and can provide ongoing advice on all your investment decisions.

Bullseye Financial’s Investment Advisory Service provides you with advice on your investment decisions (this includes buying, selling or holding investments) and the exercise of any rights you may have in relation to the cash and investments held in your account(s).

 

When you select the Investment Advisory Service we will provide advice in line with your investment objectives and your risk appetite. BFL will keep you informed of market developments and risks related to current investments or relevant alternative opportunities. We will only recommend financial instruments which we consider suitable for your defined risk profile.

Who is our investment advisory service for?

For investors who desire multi-asset class investment advice on a trade-by trade basis

For investors who value analysis, ideas and recommendation of investment products from an experienced team of analysts and portfolio managers

For investors who wish to leverage Bullseye Financial and its partners’ in-house research & Proprietary investment toolkit

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