Our investment approach is fundamentally and technically based.
This style recognises that in any investment or asset class there can be a valuation range from being undervalued to overvalued.
Through proactive portfolio management we aim to capture this range when establishing and maintaining a portfolio.
We adhere to well developed principles and methodologies that have worked over extended periods of time and during a variety of market conditions.
This helps to protect your portfolio from significant falls, but may also allow it to outperform relevant market indices over the long term.
We found that our approach worked particularly well in protecting client’s portfolios during the market corrections of 2008 to 2009.
Our Advisory Process
We recognise that many investors
have neither the time nor the
expertise to manage their portfolios
or keep abreast of developments in
legislation and investment markets.
Your adviser, together with the
range of specialists in head office
and across the network, pride
themselves on operating as a team
to provide a complete solution for
your financial needs.
Our process seeks to provide a:
- Comprehensive overview of
your current financial situation
- Full assessment of your goals
- Analysis of alternative strategies
and identification of relevant issues
- Investment recommendations
in the context of a total solution
- Implementation of your
preferred strategy using the best
internal and external resources
- Active ongoing management
of your portfolio of investments
- Regular, ongoing review of
your situation and requirements
- Control of all reporting and
This process assists to build a
financial strategy that appropriately
addresses our clients needs
Although every client has individual circumstances and specific financial goals, we believe most
clients aspire to similar goals –
maximising their wealth now and
for the future to ensure financial
security and an improved quality
Planning for your future in today's complex and changing environment is paramount for ensuring financial security.
We work with you to define your investment goals and set financial objectives to suit your lifestyle, income and future needs. We then help you to build an investment portfolio with a mix of assets to meet your personal and financial objectives.
To assist you in achieving the objectives you have set and take advantage of investment opportunities as they arise, we recommend reviewing your portfolio on an ongoing basis.
The fact we can offer clients a wide choice of investment options, allows us to formulate personal investment strategies based on individual needs and objectives.
Our advisory team has expertise in areas of funds management, superannuation and retirement planning.