Like most Australians, Simon wants to build his wealth to ensure he will enjoy a comfortable life when he retires.

But like most investors trying to manage their busy life between long working hours and trying to get their heads around different investment vehicles, Simon doesn’t have much time nor the professional knowledge to manage and grow his investment capital on his own.

Attraction of Managed Forex Investment

After doing his research and an initial misstep with a previous fund, he was introduced to a managed forex (FX) investment where he decided to invest part of his self-managed super fund money.

“While I haven’t done any investing before, what attracted me to this managed forex investment is the systematic approach to investment used by Walker Capital Australia,” said Simon.

“They were very helpful right from the start. They explained to me how it all works and they walked me through the whole process of setting up the account and how to stay active in monitoring the results.”

From an ordinary investor’s point of view, Simon said the managed forex investment approach is a better alternative to other investment vehicles he looked at previously.

Grow your investment with minimum time requirement

As a designer servicing different clients, Simon likes the fact that he doesn’t need to spend a lot of time to ‘operate the system’ as it is.

This is because the running and management of the managed forex investment is being done for him by Walker Capital Australia.

“All I have to do is change the allocation at some stage and manage the yearly tax reporting for my self-managed superannuation fund,” Simon said.

Transparency and full access to your Managed Forex Investment

While not one to know the nitty-gritty of trading the currency (FX) markets, Simon loves the fact that he can check the managed FX investment’s performance on a daily basis, if he wants.

This is because the managed forex investment approach gives him access to the account and he maintains the ownership of the account.

Transparency is important to all Walker Capital Australia’s clients, which is why clients can view all open positions on their account in real time. Like all clients, Simon gets access to his account and can make deposits, withdraw or select a new managed investment account with ease.

Investment Goal

Compared to a previous fund that only delivered him a small return, Simon found that the Managed FX Investment had delivered healthier returns. And this gave him more confidence that it can give him better opportunities to grow his self-managed super fund.

Given his goal of 30% net return each year, Simon said he’s looking at six years as a realistic time frame to achieve his retirement target.

“I want to have enough money in my self-managed super fund to say ‘I can retire if I want to’. I still love what I do now, but I’d like to know that I don’t have to work if I don’t want to anymore,” Simon said.

On top of that, he’d like to know that his wife doesn’t have to work either if she doesn’t want to.

“We both love our enjoyment time and we are both looking forward to having more of it,” he said.

Initial Results from Managed Forex Investment

Simon loves the results he’s getting so far from his managed forex investment.

“I like my money to work hard. I don’t like it when it is just sitting there and not earning anything,” Simon said.

Watching his managed forex investment’s performance, Simon said he likes the volatility as it presents opportunities to grow the funds.

Though he said managed forex investment may not be for everyone, he is definitely enjoying the returns on his funds.

“This (managed forex investment) may not be for everyone, particularly those who don’t want volatility. But I feel this is safer for me and I like the volatility,” he said.

Are you interested to find out more?

Getting started with our selection of managed Forex investment is simple.

Here are the steps to get started:

  1. Schedule an appointment (Conference Call) with an Investment Manager
  2. Submit a Managed Discretionary Account (MDA) application with Walker Capital Australia.
  3. Open a trading account with the Walker Capital Australia’s executing broker.
  4. Select from our range of investment strategies and choose your asset allocation between the choices of accounts.
  5. Once all accounts are opened and funds have been chosen, our team gets to work and begins trading.

We welcome you to give our team a call to discuss your investment goals and objectives.

You can call Walker Capital Australia on +61 2 8076 2210 and we’ll see how we can help you achieve your investment goals.