Your financial adviser has a significant responsibility to stay up to date with current and proposed legislation. Sometimes it is necessary to be proactive with proposed government changes.
We are qualified to provide advice in the following areas:
Tailoring investment portfolios which are specific to your financial goals, tolerance to risk and time frame is essential – for peace of mind and long term performance. We access world class research and conduct regular meetings with fund managers to stay up to date.
Our investment approach is to remain diversified, keep costs to a minimum, and avoid the use of complex products whenever possible.
Whilst volatility is an unfortunate side effect of investing, we use the volatility to our advantage in maintaining a long term investment outlook, seeking to top up portfolios when markets are depressed and take profits when markets look extended.
Communication is a key to our ongoing service and includes the following:
Regular Reporting of Your Investments
Annual and Half Yearly Meetings
Complete Access to Your Adviser for Any Questions You Might Have
Correspondence With Other Professionals (such as your accountant and solicitor)
Assistance with Centrelink and Other Government Organisations