Investment Advice

You don’t have to be wealthy to invest, but you do need to invest to become wealthy.

A sound investment strategy is not reserved for older people with existing wealth. Investing is fundamental to any financial strategy to people of all ages, whether it is shares, super, or property.

Many people don’t invest because they don’t think they have enough money, don’t know where to start or they are afraid of making mistakes.

It is never too early or late to start investing and no amounts are too small. Long term investing of small amounts combined with compounding interest will successfully build wealth in the long term.

It is important for people of all ages and financial capacities to have an investment plan to help build their financial future. 

We will help you define your investment goal and timeframe, identify your risk profile to establish your appropriate asset allocation & then establish a well- diversified investment strategy for your future.

★★★★★ 5/5
HIGHLY RECOMMENDED BY OUR CLIENTS

Our Investing Process

To ensure the long-term sustainability of your portfolio, our wealth management strategies are underpinned by our CARE® Investment Philosophy.

CARE combines good investor behaviour with smart, extensive, research-based decision making

We will create a holistic and personalised strategy that is right for you.

What does CARE® stand for?
  • Core Investments (40%-100% portfolio depending on risk profile)
  • Active Investment (0%-20% portfolio depending on risk profile)
  • Reserves (Retirees – up to 4 years’ worth of spending/Working Income Protection and Emergency Fund)
  • Enhanced Returns (0% – 35% depending on risk profile)

Our investment process has many benefits, including:

  • Consistent, easy and straightforward communication
  • Helping you to gain an uncomplicated understanding of WHY you hold every investment in your portfolio
  • Ensuring your portfolio delivers long-term returns in order to reach and maintain your goals
  • Allowing you to avoid common investing mistakes when markets are at extreme highs or lows or periods of high volatility
  • Adjusting your strategy as your portfolio grows or your needs changes

We help you to grow and adapt your investment strategy as your wealth grows to ensure you are always on track to achieving your financial goals