Creating, managing and protecting wealth for our clients.
To create and maintain a successful partnership that enables lifestyle choices for you. We aim to provide exceptional professional services to our valued clients.
We do this by:
- Helping achieve goals
- Using open communication
- Employing quality people
- Educating clients
- Providing security and asset protection
Our principal concern is building, protecting and managing your wealth. However, our relationship with you, and your trust in us, is also paramount, because the two go hand in hand. Trust is essential; it is critical to the link between client and adviser – you and us.
We take pride in the fact that our clients have faith in us, to the extent that most of our work comes from client's referral. Such allegiance is the cornerstone of our business.
Our investment philosophy
Our investment philosophy here in Perth is based on the following:
Investing for the long term
We aim to buy assets which are good enough to keep for life. Even with these, however, circumstances can change and the need to sell sometimes arises. By keeping a close eye on the markets, we can advise you where appropriate when opportunities to buy or sell arise.
Maintaining a quality core portfolio
Our clients' portfolios are designed to include core holdings of quality, long term stocks which are tailored to the individual client's risk/return profile.
Reduce risk through diversification
A key aim of successful portfolio construction is diversification across a range of sectors and asset classes. Our services are designed with risk minimisation in mind and we work with you to strategically diversify your particular portfolio.
Focus on total return
Your adviser will identify stocks that offer long-term growth prospects as well as tax-effective income potential.
Active but risk-controlled investment approach
Returns are generated from focused portfolio management, not from excessive trading or high risk derivative exposures. Your adviser will work with you to determine the right level of risk for your personal situation.
Research driven process
We undertake continuous research and analysis of economies, markets and individual companies. Individual companies are assessed on fundamental value, quality of management, earnings and growth prospects.
Tax effective management of portfolios
Your adviser will tailor solutions to fit your individual income tax situation, incorporating optimisation of capital gains and losses.
Our advisory process
Our advisory process ensures you receive expert advice from our qualified advisers on the establishment and construction of your investment portfolio. Your advisers in Perth, together with the specialists available to them, pride themselves on operating as a team to provide a complete solution for all your financial needs.
When required, our process ensure you receive:
- Overview of your current financial situation
- Assessment of your goals and objectives
- Identification of issues and development of strategies
- Implementation of preferred strategy
- Investment recommendations designed to match strategy
- Ongoing monitoring and review of position
- Efficient administration and reporting service