Fixed interest & cash
Cash, short-term deposits and bonds.
Craft Your Path to Financial Growth with Strategic Investment Management
Investing is a journey tailored to your unique aspirations, and finding the right balance is pivotal to realizing your goals.
Customized Investment Solutions: We believe in crafting investment strategies that resonate with your individual needs and aspirations.
As independent financial advisors, we delve deep into your investable assets, current financial standing, and future aspirations to curate a bespoke investment plan.
Investment Portfolio
Your investment portfolio is the bedrock of your financial journey, comprising various asset classes tailored to your preferences.
Understanding the nuances of asset classes empowers you to make informed investment decisions, whether for your superannuation or pension.
Asset classes are divided into two categories — defensive and growth
- Defensive assets offer stability with a lower potential return but mitigate volatility and capital loss.
- Growth assets are positioned for long-term returns, growth assets offer higher potential returns alongside increased volatility.
We assist to invest in the following asset classes:
The Power of Diversification
Diversification is the cornerstone of risk management in investing. By spreading your investments across various asset classes, markets, and management styles, you mitigate risks and enhance portfolio resilience.
To reduce the risk of losing capital when investing, you should diversify your investment portfolio. This means not putting all your eggs in the one basket.
Diversification can be implemented in three distinct ways by investing:
- Across asset classes
- Across markets and regions
- Across investment management styles
Our seasoned investment analysts, led by professionals, CFP®, are dedicated to delivering a rewarding investment experience. With a client retention rate of 95%, our commitment to excellence underscores every aspect of our service.
Tailoring your portfolio
Risk Profile Assessment
Understanding your risk tolerance, capital preservation needs, and investment goals to determine the ideal balance between growth and defensive assets.
Asset Allocation
Crafting a bespoke asset allocation strategy based on your income requirements, tax considerations, and investment objectives.
Investment Selection
Leveraging a meticulous "best of breed" approach to select investments aligned with your unique investment profile and financial goals.
The risk profile concept
Our risk profiles and splits between growth and defensive assets are:
| Growth | Defensive | |
|---|---|---|
| Conservative | 20% | 80% |
| Moderately conservative | 40% | 60% |
| Balanced | 60% | 40% |
| Growth | 80% | 20% |
| High Growth | 100% | 0% |
Embark on a journey of financial growth with our expert investment management services.
Schedule your complimentary first consultation and take the first step toward securing your financial future.