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

A significant update on the horizon is the transformation of the Home Care Packages Program in Australia, set to take effect from 1 July 2025.
In 2023 after 8 years in the industry I embarked on the journey to become a registered Financial Adviser. Completing my professional year in early 2024 was a significant milestone, since then I've had the privilege of directly helping people from all walks of life in navigate the complexities of personal finance. The journey so far has been rewarding but not entirely what I expected it might be.
Superannuation is something most Australians are familiar with. It’s mandatory for employers to contribute a portion of your wages into a complying super fund, which is then invested to grow over time, ensuring you have a nest egg for retirement. Typically, we rely on external super funds to manage these investments, and there’s a wide range of options available—from low-cost funds to more tailored solutions.