We recently saw a financial advisor who after assessing our situation, came back with a plan that includes the recommendation to invest our available cash funds via an investment platform, to get a better return than our bank account.
- pros and cons of an investment platform vs other options for investment?
- how to choose an appropriate platform (the planner recommended Netwealth
EDITED TO ADD: the planner was from our industry super fund so no commissions from products. My question arises more from my own ignorance of whether an “investment platform” is the best way to go and how to assess different platforms