Borrowing to Invest

Leverage is about boosting potential returns. Borrowing to invest or gearing provides a tax-effective solution to increase the scale of investments for growth-minded investors.

Through leveraging your contribution it has the potential to magnify your returns, but on the flip side present the risk of magnifying your losses – which means getting it right is vital, and that’s where we come in.

We work through the options with our clients and provide a detailed assessment to ensure that you have all of the important information to implement a tax-effective gearing strategy sensibly using the right tools.

  • Home equity facility
  • Margin loan
  • Internally geared managed funds
  • Installment warrants

With interest rates at an all-time low, borrowing may be a cost effective strategy for investors who are looking to increase their exposure to other investment options.

A debt strategy isn’t right for everyone. Make sure you consider the risks when deciding whether this strategy is right for you.

Book a meeting with one of our financial advisers today.