Investments
A crucial component of wealth management is the handling of the underlying investments, both inside and outside of superannuation. In making our recommendations, we are guided primarily by the suitability of the investment to clients' individual needs, expectations and tolerance for risk.
We have a structured research and selection process to ensure that investments chosen are of the highest quality. Choosing the initial investment however is only part of a wealth plan. A formalised process for constant review and management is vital to long term success.
While no two people are the same, we have found that our clients generally fit into two very broad investment camps:
- Managed fund portfolio – within superannuation or otherwise.
- Individually Managed Account (IMA) using directly listed investments.
Our IMA portfolios utilise an enhanced investment service that includes the complete active management of an investment portfolio which incorporates all asset classes including: cash, fixed interest, international investments, property trusts and Australian equities.
