BUILDING WEALTH

MAKING THE RIGHT INVESTMENT DECISIONS

Becoming wealthy requires you to maintain a disciplined approach to investing over extended periods of time. This means working out your cashflow and making the most of your savings and making smart decisions.

Combined, our team has over 50 years of industry experience so we understand that making the right decisions today can have a major impact on you in the future. Our approach to wealth creation involves selecting high quality investments that deliver the required rate of return over the long term. We do this by helping our clients construct a well diversified portfolio over different assets classes.

Choosing the right vehicle is just as important as picking the right investments. This could mean investing through trusts, individually or jointly, superannuation or self-managed super funds (SMSF’s) but getting the structure right could save you thousands of dollars in the long run.

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We help our clients invest in the following asset classes

Australian Shares

International Shares

Not all the best companies are found in Australia with our market only representing 2% of the world’s share market. Investing in international shares adds diversification to your portfolio as well as access to growing markets.

This is usually a key component of your portfolio. As a shareholder you’re entitled to some of the profits (income) with the potential benefit from business growth. They can also offer tax advantages such as franking credits, depending on your situation.

Cash and Fixed Income

Property

You may invest in property either directly or via listed/unlisted investment vehicles. There are many options to consider here: residential or commercial and can be held in your name, through your super or SMSF or pooled together inside a unit trust.

This asset class pays a very important role in your portfolio. Not only is it a relatively safe and secure investment but it also offers the ability to generate an income stream (interest) and give you access to your money at very short notice.

Infrastructure and Alternative Investments

Private Investments

These assets can provide a way to diversify your portfolio throughout any economic cycle and can be a way to obtain a stable and inflation linked cash flow. They may include investments into certain sectors globally such as energy, transport, utilities, airports and communications infrastructure.

From time to time, for our sophisticated investors, we may have access to investments that are not available to the general public. It is an opportunity to participate in offers such as capital raisings for private companies.

The decisions you make today can have a significant impact on your tomorrow

Historical Returns Across Asset Classes

Investors who have the patience and discipline to stay the course are well rewarded over the long term and a well diversified portfolio is essential to capture growth across different asset classes.

It is clear that markets move in cycles and not all asset classes are perfectly correlated. The benefits of diversifying your investments is that it helps reduce volatility and smooths out returns over time.