Right plan, right tools, right advice

Sounds simple enough but to really make the most of investing in the sharemarket, investors need to be suitably equipped.
The markets can be volatile but with the right tools and support, you can turn volatility into opportunity.

• Education and planning (knowledge and understanding of the market)
• Data, research and analysis (timely and accurate information)
• Software and trading technique (analysis)
• Expert advice (insight and objective opinion)
• Access to online trading (immediate market access)
• Investment tools (conditional and live market info)

The Cube Financial Group can provide everything you need to begin or enhance your sharemarket investing. Our CubeTrader conditional order technology can help relieve the burden of constant market monitoring and discipline your trading, to overcome 'emotive trading decisions'.

The Cube Financial Group is a stand alone investment advisory not affiliated with any other fund manager or financial institution, that's why Cube can provide an objective opinion and the unbiased advice that so many of our clients appreciate.

All Cube financial advisers are industry qualified and compliant. They are supported by a range of products and services specially structured to give you as much or as little as you need in the way of information and support.

In the jungle of financial services, The Cube Financial Group is someone to watch over you.

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High quality, reliable and up-to-date information can be the difference between success and failure in the markets.

Cube provides investment analysis for advisers, private clients and subscription members, with each group demanding its own unique features.

Our advisers prepare portfolio recommendations for their clients broken down into categories that include income, value, growth, short term and speculative shares.

As a financial intermediary, the Cube advisers review both retail and institutional research from major investment firms throughout Australia and New Zealand.

Our independent research team is able to hone in on a diverse range of investment opportunities to provide the most relevant recommendations to meet your specific risk profile.

This comprehensive process ensures a detailed and balanced view of a given share or sector against the overall market and key indicators.

The Cube Financial Group works to ensure that the information presented to investors and advisers on shares conforms to a two-tiered approach.

This approach works to analyse the underlying value of the company through fundamentals, while determining the overall price movement of a share through technical analysis.

Secondly, using complex algorithms, our analysts scan the market daily looking for shares that fit strict investment criteria. We then extend our analysis approach to look both top-down (from the economy to the index) and bottom-up (from the trend to the company) allowing a more comprehensive analysis than those more commonly available.

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Staying in touch with the market and your investments is often one of the most challenging aspects of wealth creation. Sorting through financial pages, online forums and news reports is time consuming and often frustrating.

Cube prepares concise market reports to keep you informed and help you stay in front of the pack. Cube offers daily and weekly analysis on shares throughout Australia and New Zealand.

Our analysts consider recommendations from other top advisory firms and review on a consensus basis the opportunities that exist each day.

Using custom designed market scans, Cube applies a unique approach to market analysis by combining top down fundamentals and bottom up technicals across the full range of markets.

The daily report makes the most of these resources to pick up opportunities both in and out of the large ASX and NZX companies as well as providing recommendations.

Private clients of the Cube Trading division enjoy their own FREE Daily Market Report prepared by the Cube analysts.

As financial intermediaries the Cube analysts consider the recommendations of other advisory firms to draw on both retail and institutional research from major investment firms throughout Australia and New Zealand.

Using this vast pool of information, the Cube research team is able to search through a diverse range of investment opportunities to identify the most relevant recommendations to meet our client’s varying risk profiles.

The report considers a short, medium or long term market view to provide a comprehensive market overview by combining proven fundamental and technical analysis techniques to give our clients a macro and micro view.

This affords a more complete picture of the companies we recommend and makes the market report more relevant and therefore more useful to their clients.

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Not all investors trade daily so the Cube analysis team compile a comprehensive weekly report designed to provide our clients with medium to long term opportunities.

This unique report also provides our clients with a macro overview of international markets and includes informative articles on areas relevant to their investments. It is unique in that it captures the weeks events in Australian and international markets which may impact investing and trading decisions for the following week.

To assist customers in the ongoing development of their trading skills, an educational article is presented each week.

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"Someone to watch over you…"

Full Service Share Trading

The Cube Financial Group is a stand alone investment advisory not affiliated with any other fund manager or financial institution, that's why Cube can indulge an objective opinion and the unbiased advice that so many of our clients appreciate.

At Cube we believe that insight, intuition and business acumen are at least as valuable as timely data and effective market analysis. You might value growth or income from your association with an adviser, but you should expect honesty and a high level of personal service.

Your Cube financial adviser has a conscientious approach befitting the responsibility that managing your money entails.

A meaningful trading strategy comes from a detailed understanding of your resources and limitations, a knowledge of the market, trading expertise and the appropriate use of information.You may have all or a combination of any of these prerequisites, but you may want to take advantage of what Cube Private Client Services offer.

From full service trading in shares or options, market reporting, financial advice and high-end products, Cube has the resources to service your needs.

For those who don't have the time, opportunity, expertise or inclination to pilot their own trading activity, Cube offers a dynamic and innovative share advisory and execution service.

With the ability to plan integrated share and options strategies, our advisers can work to structure long and short-term portfolios that aim to protect capital and maximise returns.

Using our unique CubeTrader Pro (patent pending) technology, our advisers are able to set complex entry and exit conditions that assist them to actively manage and monitor your share portfolio against key market indicators.

Combine this with Cube Financial Groups market analysis and reports and you have the complete package of technology, support and advice.

Research and analysis are also essential tools of the successful adviser, but they yield better results in the hands of talented and experienced individuals.

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The secret to successful options trading is having the right strategy for the market conditions.

With qualified options advisers the Cube Financial Group offers innovative options advice and execution that aims to take advantage of both capital protection and income producing strategies.

Regardless of which way the market is moving, our advisers can structure and execute complex options strategies that enable either a short or long position in the market.

If you are new to options trading, our advisers will work with you to help you understand the markets and the risks.

As options are a complex area of investment, you may choose to attend a specialised options trading course run through Cube Financial Groups’ Investor Education division.

Experienced options investors can take advantage of the collaborative investment process where you and your adviser can put together a dynamic options investment strategy to suit both your risk profile and available capital.

Your Cube adviser correlates the information relevant to your particular position and investment strategy, because that's what matters to you.

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Money does grow - but not on trees and not without vigilance, attention and discipline.

Sound advice will help you increase your returns. Strategies such as rebalancing and diversification may help you increase your potential to maximise income tax benefits, adjust for inflation and manage risk.

This is especially relevant to investors who choose to manage their own superannuation fund, which is subject to stringent legal requirements.

In creating your portfolio, your Cube adviser will take into account many considerations including your risk profile, investment objectives, the volatility of the markets and your current portfolio holdings.

Using our Model Equity Grid, our advisers evaluate your current portfolio holdings and recommend a weighting of shares that suit your particular growth or income requirements. This evaluation limits the risk of over exposure to area of the market.

The Cube Financial Group is overcoming the limitations of standard adviser platforms by developing and providing advisers with dynamic investment systems and trading tools such as CubeTrader Pro (patent pending).

These systems are designed to monitor client holdings simultaneously and to assist the adviser to sell at a predetermined desired level of profit or the maximum tolerable loss.

Diversifying your portfolio has never been so simple to do and so easy to manage.

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The Cube Financial Group can help you review the suitability of margin lending for your investment needs and select the best provider for your individual situation.

Margin lending allows investors to take advantage of investment opportunities, typically in shares and options, with funds provided through a margin loan.

A margin loan is a debt product designed to allow the investor to borrow an amount of money against existing investments such as shares or, in many cases, managed funds.

Using funding instruments such as Hedged Equity Investment Loans, clients can make use of leveraging strategies to boost their investment returns with reduced capital outlay.

With the support of our advisers, clients can work to offset the interest component of their loans via income generated from regular option trades.

Our experienced options advisers work with you from the beginning to assess your risk profile, assist in accessing funds, and planning a strategy around appropriate shares.

Whether you want to use a complicated options strategy or simply increase your available funds for trading, a Cube adviser can be your guide.

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