We specialise in providing strategic and tailored financial advice across a range of structures, which may include Self-Managed Superannuation Funds (SMSFs), trusts, companies, individual, or joint investment portfolios to assist clients in achieving their financial and lifestyle goals.
We're committed to delivering value and keeping costs low. Our method is simple: we build portfolios that invest directly in listed shares and equities, not managed funds. This approach provides greater control and transparency while reducing costs. For direct share portfolio construction and management to be cost effective while having an acceptable level of diversification, most of our clients would have portfolios in excess of one million dollars. We do welcome clients who have less to invest, but have surplus cash flow such that we can offset timing and diversification risk with the regular addition of funds.
We provide portfolio administration services, financial planning and investment advice. As a team of advisers, with many decades of experience and expertise, we often find ourselves working together, along with other professionals, to tailor long term strategies to help manage complex financial situations for families navigating unique circumstances.
We find the clients who achieve the best outcomes are those who:
• Are interested in optimising how their funds are invested,
• Want to have ownership of a well-constructed portfolio of high-quality investments,
• Want to ensure their investments are held in the most tax effective entity,
• Appreciate that their time is best spent in their field of expertise and/or doing what they enjoy and,
• Understand that they do not have the knowledge, experience, time or inclination to manage their own financial affairs.
We aim to build lasting relationships based on trust, transparency, and results.
If you are unsure as to whether our services might be appropriate for you, please feel free to contact one of our advisers by filling in our contact form, for an obligation free consultation
