Investment and Product Advice

Investment advice

The right advice can help you make empowered investment decisions and reach your financial goals sooner.

Our financial advisers can get you on track with investment advice that includes:

  • professional risk profiling to work out the most appropriate assets to invest in
  • helping you understand risk and how to balance it to meet your financial goals
  • tailoring a diverse portfolio to make sure you get the results you want, when you want them

Investment Products

We can also recommend a range of investment products such as wrap accounts, master trusts, retail products and portfolio administration services with underlying investments including:

  • direct shares
  • managed funds
  • Exchange Traded Funds (ETFs)
  • term deposits
  • annuities

And because we hold our own Australian Financial Services license, we’re free from third-party restrictions when developing our portfolios.

Our Investment philosophy

We strive to bring you the best possible return, with a level of risk and uncertainty you’re comfortable with.

So when we recommend an investment, we’re guided by our 4 principles:

It’s Personal:

Everything we do is tailored specifically to you and your goals, needs and experiences.

It’s Researched:

Financial planning is what we do best. So we leave stock picking and investment management to the experts who can make day-to-day investment decisions on your behalf.

It’s Diversified:

We’ll ensure your investments are spread across different ‘baskets’ to reduce your risk and smooth your returns.

It’s Disciplined:

Rather than react to market movements, a smart strategy and long-term outlook can prevent the pitfalls of emotional investing. This may mean holding your hand through market volatility.

Request an appointment for Investment and Product Advice

Latest insights

Once owners of a small business decide it’s time to sell, knowing the rules around capital gains tax (CGT) may mean no tax on the sale and getting more money into super – potentially up to $1.705 million (the CGT Cap) – even if they’ve already reached the $1.9 million total super balance (TSB).
The Stage 3 tax cuts have been to the butcher shop and carved into new cuts. What has been minced is the political element of this, i.e. broken promises, bracket creep, rich people were getting too much, low-income earners need it to meet cost of living etc., but if we slice through the politics, there’s way more to consider…