Shares & Investments
Investing is a key component of most financial plans. Whether its your super fund, or other money, we work closely with you to develop a suitable portfolio.
Our philosophy is;
• To accumulate investments with recognition to timing and taking advantage of opportunities as they arise,
• To invest in high quality investments that are not speculative. We seek guidance from our preferred analysts at Morningstar and Morgans Financial in regards to economic trends and stock selection. We take an open-minded client focused approach to our advice recommendations which focus on each clients’ current circumstances, objectives and investment comfort zone.
Our advisers have significant experience in developing, implanting and managing investment portfolios.
Shares & Listed Investments
Through our long term relationship with Morgans Financial, we can provide access to shares and other ASX-listed investments.
Portfolio Management & Review
Diversification is important, but often due to the administrative nightmare of managing a number of investments, investors limit the quantity. Let our advisers devise a portfolio management strategy that can ensure adequate diversification and risk minimisation.
Shares & Investments FAQ’s