Personalised Portfolio Management
We provide professionally managed investment portfolios tailored to each client's objectives, circumstances and risk profile.
Whether your focus is wealth accumulation, capital growth, income generation or retirement planning, we develop investment strategies designed to support your long-term financial goals.
Our Investment Process
Before implementing any strategy, we take the time to understand:
- Your financial circumstances
- Investment objectives
- Investment timeframe
- Income requirements
- Existing investments and structures
- Tolerance for risk and market volatility
This information assists us in determining an appropriate investment strategy and strategic asset allocation.
Portfolio Construction & Asset Allocation
We manage portfolios across a broad range of investment objectives and risk profiles, including:
- Income Focused
- Defensive
- Moderately Defensive
- Balanced
- Growth
Portfolios may include:
- Australian shares
- International shares
- Cash investments
- Fixed interest investments
- Managed investments
- Exchange traded investments
- Other appropriate investment assets
Asset allocation decisions are determined by each client's objectives, circumstances and risk profile and are regularly reviewed throughout the advice relationship.
Ongoing Investment Management
Investment management is an ongoing process.
We continually monitor portfolios, market conditions and economic developments to help ensure investment strategies remain aligned with our clients' objectives.
Where appropriate, portfolios may be adjusted in response to:
- Changes in market conditions
- Investment opportunities
- Legislative developments
- Changes in personal circumstances
- Changes in investment objectives or risk profile
Collaborative Advice Approach
Many investment decisions involve broader financial, tax and estate planning considerations.
Where appropriate, we work closely with accountants and legal professionals within the broader Ascendia group to help coordinate investment strategies with taxation, superannuation, business structuring and estate planning considerations.
This collaborative approach can assist in ensuring important financial decisions are considered within the broader context of a client's overall financial position.
Fee Transparency
We believe investors should have a clear understanding of the services they receive and the fees associated with those services.
All applicable fees and costs are clearly explained before any portfolio management or financial advice services are provided.
Further information is available in our Financial Services Guide and client service agreements.