The Poole Group has a specialised Investment division that caters for clients who require investment advice.
Whether that be Direct shares listed on the Australian Stock Exchange, organising Term Deposits or updating Centrlelink entitlements all can be handled by our division.
We mainly focus on providing Superannuation, Retirement and Investment strategies for our clients. We concentrate on those who are about to retire and those who have attained retirement age and working with them to build a suitable investment portfolio to help fund their retirement.
As the Poole Group has many divisions we all work together "Pooleing" our combined resources to help our clients with complex tax and investment issues.
Should you require any further information please contact any of the Partners or Kirk Jarrott who manages the Investment Division.