The Financial Planning Association of Australia The Financial Planning Association of Australia

Harvey Huxtable, CFP®


Name Harvey Huxtable, CFP®
Company Investment Planning Services
Address Level 3, Suite 25,
799 Springvale Road,
Mulgrave, VIC 3170
Phone 03 98878899
Mobile 0403455432
Email [email protected]
Website http://www.investmentplanning.com.au

Rick Huxtable CFP© SSA™
Dip TA (ATAA)
SPAA SMSF Specialist Advisor.

SMSF Administration, Compliance & Strategies.
Portfolio Monitoring & Alert Service
ASX Listed Companies Active Service

PREFERRED LIST OF ASX BUSINESSES:
Fundamental Analysis monitors a Preferred List of ASX listed companies that are well managed, profitable and have minimal debt.
BUY & SELL STRATEGIES:
A mixture of Fundamental and Technical Analysis
1) Fundamental Intrinsic and Consensus Values.
Goal is to buy when the price is undervalued.
Goal is to sell when fully or overpriced.
We do not believe in holding on forever.
2) Technical Analysis trend and support levels.
Goal is to buy shares with rising prices or at support.
CAPITAL VALUE PROTECTION STRATEGIES:
Active Trigger Prices to protect and grow capital are issued via mobile and/or email.

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