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FIIG > Financial Planners

Financial Planners

Getting Started

Fixed income investments provide certainty and capital stability in a portfolio. A greater allocation provides greater certainty; a key requirement for many investors contemplating retirement.

Recent volatile stock market performance has highlighted the need for greater understanding of fixed income. FIIG has many resources available to help you and your clients understand and invest in fixed income including a dedicated Research Team producing specific, detailed fixed income analysis. FIIG has a charter to educate investors on the benefits of the asset class and supports Financial Planners by offering an in-house guide, "An Australian Guide to Fixed Income", online education course (that earns four CPD points on completion) or seminars or professional development days on request.

If you'd like to find out more, call 1300 planners (1300 752663).


An Australian Guide to Fixed Income

An Australian Guide to Fixed IncomeOffered free to financial planners, the 160 page volume covers the theoretical and practical information financial planners need to confidently structure fixed income portfolios and recommend fixed income assets including Commonwealth Government, semi-government and corporate bonds (fixed rate, floating rate and index-linked), ASX-listed hybrids and term deposits to their clients.

Topics covered include Features of Fixed Income - What You Need to Know, Fixed Income Products, Asset Allocation, Capital Structure, Sample Portfolios, Regulation and an extensive Glossary.

FIIG Services for Financial Planners

bondsBonds - now available in $50,000 parcels

Normally restricted to purchases of $500,000, high yielding investment grade bonds can now be acquired through FIIG in parcels from $50,000.

rolling term depositsRolling Term Deposits

A specialist service for financial planners designed to minimize management of multiple client term deposit investments while delivering superior returns. 

researchResearch

Unlike equity analysis where the assessment is driven by growth opportunities, FIIG's fixed income research focuses on creditworthiness and the ability of the issuer to continue to service its liabilities. FIIG's research is designed to assist you with analyzing fixed income opportunities for your clients and subsequent preparation of your client recommendations.