Why it pays to have good financial advice

Helping you build on what you have to give you more to look forward to in the future is one of our passions. By placing you first and not having any pre-conceived ideas to restrict your choices, we’re able to offer a broader range of investment options than some other advisers.

To tailor an investment strategy designed for long-term success, we assess your objectives and risk-return profile along with the market’s best opportunities. We can then recommend a portfolio for you, including direct or indirect investment in managed funds, property, shares or other financial products – both mainstream and alternative.

While there’s no such thing as a one-size-fits-all solution, our investment philosophy has been developed over many years to help our clients achieve the best outcomes.

In short, we use a core-satellite investment approach – a common sense framework that uses index funds as the core of your portfolio and selects actively managed investments or direct shares as the satellites.

The underlying assets you invest in depend on your appetite for risk, timeframe and financial goals. We also make sure your investments are diversified across asset classes and managements styles to minimise your risk.

Of course, low fees and commissions are another priority, as this leaves more of your money to earn potential returns.