Whether your goal is to maximise your savings for retirement, reduce your debt sooner, or grow your investment portfolio, we can work together to help you achieve your financial goals.
Our investment strategies can assist you with creating or maintaining existing wealth, and provide diversification to meet your individual needs. We have access to a wide range of investment options and possess expertise to assist you with implementation, management, and review of your strategy to keep things on track.
Our Investment Approach
Our investment approach is to assist you with creating and preserving wealth for the long-term. To achieve this, we use the following principles:
High levels of diversification
Low investment management costs
Income generation
Investment grade assets for long-term investment
Understanding of the market cycle
Consideration of potential tax consequences
Our Investment Services
Share purchase plans
Risk assessment
Direct shares
International exposure
Exchange Traded Funds (ETF)
Listed Investment Companies (LIC)
Listed property
Infrastructure
Managed funds
Term deposits
Annuities
Fixed interest alternatives