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Leveraged tops for overall satisfaction among planners

12 April 2017 |Awards

Leveraged has welcomed the release of the latest Investment Trends Margin Lending Planner Report which finds that Leveraged has retained top spot as the industry’s highest rated margin lender for overall satisfaction and service.

Head of Leveraged, Chris Bristow said: “To be recognised by financial planners specialising in margin lending as the professional’s choice is testament to the continuing efforts of the Leveraged team to provide the highest levels of service in delivering a superior customer experience.

“We value the findings and feedback that we receive from Investment Trends, particularly as margin lending has evolved into such a specialist field of financial planning expertise.  Margin lending is overwhelmingly seen as an effective wealth creation strategy by those specialising in the provision of advice in this field.

“A conservative gearing plan can be used by younger clients with minimal funds available to start investing with thousands, rather than the hundreds of thousands of dollars now required to enter the investment property market.”

“It would appear, that constant tinkering with superannuation rules, is also leading some older investors to explore alternative tax effective wealth creation strategies.”

“The report also found, that planners  expect that interest rates will stay low over the coming year, providing additional advice opportunities to clients thinking about diversifying their existing portfolios before June 30.

“Planners advising on gearing products indicated that they expect to almost double their geared allocations to ETFs and managed accounts within the next three years, which allows geared investors to readily diversify their investments or target specific countries positioned for solid future growth”

“Having claimed and retained top spot among margin lenders for overall quality of service and support, we are continually improving the online experience by growing the range of information available to both investors and advisers as well as streamlining the online application process on the Leveraged website.”

“Leveraged planner clients cite a high level of support, an innovative product range, great communication and good relationships with our BDMs, as playing a significant role in driving their selection of Leveraged.

“We will continue to listen to our advisers and work with them on supporting their individual needs and we look forward to building and strengthening these relationships into the future”, Mr Bristow concluded.

These findings are from the Investment Trends 2016 Margin Lending Planner report, based on an online survey of 504 financial planners.

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