Personal advice. Actively managed portfolios. Long-term focus.
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Designed for clients who want structured, personalised advice and an actively managed investment portfolio.
We take the time to understand your unique situation, including your financial position, goals, timeframe, income needs, family considerations and tolerance for risk. From there, your Financial Adviser develops a personalised investment plan designed to support your long-term objectives.
Whether your focus is building wealth, preparing for retirement, generating income, preserving capital, or creating a legacy for the next generation, your portfolio is managed with your goals in mind.
We follow a proven six-step advice process to build, implement and refine your financial strategy over time.
This helps ensure your advice is not based on a single conversation or a one-off recommendation. It is built around understanding where you are now, what you want to achieve, and how your investment portfolio can support those goals.
Your portfolio is not set and forgotten.
Your Financial Adviser actively monitors your investments, reviews your strategy, and makes recommendations as markets, opportunities, risks and your circumstances change.
Our investment approach is supported by expert analysis, using both fundamental and technical methodologies to help assess investment opportunities and manage risk.
Your investment portfolio is tailored to your personal situation, not a standard model applied to everyone.
We create and manage customised investment portfolios aligned with strategic models designed to meet your needs, reduce risk and support growth.
Your portfolio may include direct investments, managed funds, income assets, growth assets and other diversified investment options suited to your goals. With access to local and global markets, we can help enhance diversification and broaden the opportunities available within your portfolio.
You will have a primary adviser and a secondary adviser who work closely with you.
This gives you continuity, support and a deeper understanding of your objectives, while ensuring there is more than one adviser familiar with your portfolio and long-term strategy.
Your investment plan should evolve as your life changes.
You will receive quarterly portfolio reporting, giving you a clear view of your investments, performance, income and portfolio activity.
Your Financial Adviser will also complete regular six-monthly and annual reviews to keep your plan aligned with your evolving goals and make recommendations where needed.
Additional investment reviews are available on request, especially if your goals, income needs, family situation or financial position changes.
We handle the administration of your investment portfolio through an independent custodian, giving you access to local and global markets while holding your portfolio in one account.
You will receive an annual income and tax summary, helping you stay informed without having to manage all of the administration yourself.
Personalised Portfolio Management may suit you if you:
Good advice is about more than choosing investments. It is about understanding what your money needs to do, building a portfolio around that, and actively managing it as life and markets change.
With Personalised Portfolio Management, you have a local advice team providing ongoing advice, active management and a clear investment strategy built around you.
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