Personal investment is an important part of a wealth accumulation strategy. A well-constructed investment portfolio will be diversified across several different investment classes both Australian and International, such as:

  • Shares
  • Property
  • Fixed Interest
  • Cash
  • Alternatives

We are able to determine the right balance of these investment classes to accommodate the level of risk with which you are comfortable in assuming as an investor.

Understanding the investor’s objectives for the portfolio, including investment time-frame and risk tolerance, are vital when constructing a portfolio. We also provide advice on ownership/structuring and product selection. Investment advice is an integral part of an overall financial plan to ensure clients meet their financial goals.