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Another hat-trick of awards for Leveraged

28 July 2017 |Latest news

Another hat-trick of awards for Leveraged

28 July 2017 |Latest news

Leveraged has clinched Investment Trends’ Highest Overall Stockbroker Satisfaction Award for the third year running. The win completes another hat-trick of awards for Leveraged, after claiming the Investor and Planner prizes earlier in the year.

Chris Bristow, Head of Leveraged, welcomed the award, attributing the result to the company’s focus to “put partners and customers at the centre of everything we do”.

“Our aim is to differentiate ourselves through a superior customer experience, so winning another clean sweep of awards is a proud result for all of us,” says Chris.

Chris’ vision is aligned with the findings from Investment Trends, which cited strong BDM relationships, good communication, good service and support as key reasons for the success of Leveraged.

“Our strength lies in our relationships, getting the basics right, making things easy and communicating effectively with our partners,” says Chris.

Stockbroking partners have been a mainstay for Leveraged since its inception in 1991, helping to ensure the business is Australia’s longest operating margin lender.

This ongoing relationship was reflected in the Investment Trends report, with Leveraged topping eight out of ten brand attributes among stockbrokers who advise on margin lending.

“We’ve always prided ourselves on understanding how stockbrokers do business and being the margin lender they can rely on for efficient and accurate service,” says Chris.

“Our private-banking style account management means you’ll receive hands-on personal service, whether you’re a stockbroker, planner or investor.”

ASX reports young investors on the rise

The Investment Trends triumph coincides with more positive news released from the ASX*, announcing a surge in investing in equities, particularly among millennials.

“The ASX report indicates that share market investing is the most popular investment choice - above property and cash - with 37% of Australian adults currently investing on a securities exchange,” says Chris.

“As house prices surge, it also appears millennial investors are looking to equities for opportunity – the number of investors aged 18-24 has doubled since 2012.

“The success of property can be attributed to the effects of gearing into a growth asset. For example, an investor may put down $100,000 and borrow $400,000 to purchase a $500,000 property. If the property grows at 10% p.a. on average, the client makes an average profit of $50,000 per year on their original $100,000 investment.

“Young investors can take a similar approach when investing into equities with a margin loan.

“Historical data^ suggests returns on shares will be similar as property – 11.3% p.a. vs 11% p.a. – plus investors can start with as little as $500 and look to invest frequently through a regular gearing plan.”

Results from the Investment Trends 2016 Margin Lending Reports, based on surveys of investors, brokers and planners. Issued by Leveraged Equities Limited (ABN 26 051 629 282 AFSL 360118) as Lender and as a subsidiary of Bendigo and Adelaide Bank Limited (ABN 11 068 049 178 AFSL 237879). This email contains general advice only and doesn’t take into account your personal objectives, financial situation, or needs. Please consider your personal circumstances, consult a professional investment provider, and read the PDS and Product Guide, available to download from before making an investment decision. Examples are for illustration only. Past performance is not a reliable indication of future performance. *Source: ^Source:

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