Investment Central is an Authorised Representative of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995
AFSL 230323

 

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Charlie Karalouka
Authorised Representative
Number: 261073
Advisor Profile
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Investment Central
Authorised Representative Number: 276923
Financial Services Guide
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SERVICES

Investment Central provides advice to corporates, small to medium enterprises (SME), athletes, professionals, high profile public figures and self funded retirees.

Investment Central is committed to serving its clients and associated partners in a diligent and professional manner.

Financial planners at Investment Central have undertaken extensive education to develop the skills and attributes required to plan and implement complex strategies. As a team we pride ourselves on efficiency and execution excellence.

Investment Central is able to provide you with specialist advice on all aspects of financial planning. Particularly in the following areas:

  • Wealth Management
  • Direct Share Investment
  • Equity Investments - Australia & International
  • Business/Corporate Advice
  • Portfolio Reviews & Written Reports
  • Wealth Creation & Preservation
  • Strategic Planning/Structures
  • Superannuation & Retirement Income Planning, including Rollovers, Annuities and Pension Projections
  • Centrelink Pension Projections & Advice
  • Cashflow/debt reduction strategies
  • Salary Packaging
  • Risk Management
  • Life Insurance
  • Investment Advice, including Cash Management Trusts and Managed Investment Trusts.
  • Term Deposits & Debentures
  • Self Managed Superannuation Strategies

In addition to the above services, Investment Central have referral partners who can provide the following:

  • Taxation Planning Services through referral
  • Estate Planning advice, including Wills and Enduring Powers of Attorney
  • Commercial, Leasing, Investment and Home Finance

We only recommend an investment to you after considering its suitability for your individual
investment objectives, financial situation and needs.

We can provide ongoing reviews of your portfolio. If you want this service you must pay
the agreed fee negotiated with our office. We will then review your portfolio and provide you
with a regular report on its performance.

This is general advice only and does not take into account your financial circumstances, needs and objectives. Before making any decision based on this document, you should assess your own circumstances or seek advice from a financial planner and seek tax advice from a registered tax agent. Information is current at the date of issue and may change.

 

IN THE MEDIA

Charlie Karalouka - Investment Central's founder and director discusses the business and his strategy.

Dream Money Management
- A review of Margin Lending from within the context of the current market.

 

 
 

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