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Our investment portfolio service is designed to suit your circumstances, which may involve developing a comprehensive investment strategy, a suitable investment portfolio and ongoing monitoring and management service. Alternatively, it may be limited to specific advice on a particular financial product.

The development of an investment strategy requires a comprehensive review of your circumstances, including your:

  • Lifestyle and financial objectives
  • Investment experience
  • Return expectations and tolerance to risk
  • Investment time horizon
  • Liquidity and cash flow requirements
  • Tax and investment structures

Once an appropriate investment strategy is developed, we can then recommend specific investments.

As a privately owned and managed financial planning business, with our own Australian Financial Services Licence, we have an internal investment committee who are responsible for the decisions relating to the financial products we recommend, which is developed through reference to third party research and analysis software.

We have the flexibility to provide advice on a wide range of investment products, including:

  • Cash accounts
  • Term deposits
  • Listed securities
  • Exchange traded funds
  • Managed funds
  • Wrap accounts and administration platforms
  • Separately managed accounts (SMA)
  • Property securities and trusts
  • Industry superannuation funds
  • Margin lending

If you have an existing investment portfolio, we will determine whether it is appropriate for your personal circumstances and investment strategy, with it possible for your existing investments to be incorporated into our financial planning service.

Once an appropriate investment strategy is developed, we can then recommend specific investments.

Early planning is key to
achieving your objectives.

Contact us to learn how our planning can assist with securing your
financial future.

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