How we add value to your affairs
Our service has three components – Investment Management, Planning Advisory and Relationship Management – with each area integrated and co-dependent in creating outcomes that are important to you.
Investment Planning and Management:
Assets are invested under the same disciplined process employed by major institutions. Decisions are based on strong fundamentals and sophisticated asset allocation, diversified across markets to capture return efficiently while limiting your exposure to risk. This maximises growth and stability, and minimises risk and emotion, allowing you to direct your focus and energy elsewhere, knowing your portfolio is competently managed to your requirements.
Further, portfolios are managed in the context of your unique circumstances, with tailored suitability – to life phase, lifestyle, circumstances, sophistication, objectives, values and portfolio size. In this way, investment planning and management is shaped by planning advisory outcomes. Your portfolio is structured this way to provide the greatest probability of attaining your unique financial goals.
We analyse your situation and listen to your plans with understanding. We discuss your core values, lifestyle and goals for your family. Through our planning process we analyse your current circumstances, evaluate strengths and weaknesses and help you define and resolve complex issues. We then customise your plan to address key areas in:
- Retirement and Self Managed Super Funds;
- Asset protection and insurance;
- Estate issues;
- Charitable giving; and
- Business succession.
Your plan is dynamic, integrated and specifically relevant to your circumstances. The result is that you will feel empowered by having clarity and control over your affairs.
As your Chief Financial Officer, we want to be by your side whenever you have to make a key financial decision. We will serve as a gate keeper, engaging with external specialist professionals (estate attorneys, mortgage brokers, accountants, SMSF administrators) in developing end-to-end solutions for you. We work with experts as a team, project managing solutions and aligning experts to deliver integrated outcomes – creating an overall sense of control and feeling of financial well-being.