To achieve your vision for the future, you need a disciplined investment plan structured around your unique goals and life situation. We’ll help you create a personalised plan designed to fit your lifestyle, investment objectives, time-frame and resources.
If your investments aren’t delivering the returns you expect, we can help get you get back on track, identifying under-performing assets and finding new options for maximising your growth potential without excessive risk.
We can help you explore a wide range of investment options, including:
- Multi-manager funds. Cost-effective exposure to a diverse range of assets through professionally managed funds, including wholesale funds otherwise unavailable to individual investors.
- Investor Directed Portfolio Service (i.e. WRAP platform). A tailored investment management vehicle combining listed and unlisted investments, term deposits and professionally managed funds.
- Exchange-traded funds. Combining the flexibility and liquidity of shares with the diversification benefits of managed funds, exchange-traded funds (ETFs) are an increasingly popular investment option.
- Direct equities. Customised portfolios designed to generate either capital growth or a tax-effective income stream, depending on your needs.
- Separately Managed Accounts (SMA’s) that aim to provide individual investors with access to the benefits of portfolio diversification, professional management and administrative ease that are often only available to larger entities.
- Managed funds. Cost-effective exposure to a diverse range of assets through professionally managed funds, including wholesale funds otherwise unavailable to individual investors.
- Residential and commercial property investments, including property held through a self-managed super fund (SMSF).
- Fixed interest and hybrids. Often perceived as a purely defensive investment, bonds and other fixed-interest investments can also generate superior long-term returns with reduced risk.
- Capital-protected investments. Investments with the security of built-in capital protection.
- Term deposit service. Online term deposit platform to invest in term deposits from over 20 Australian financial institutions.