Investment Strategy
Independent research has shown that the major determining factor in respect of the level of your investment returns is the amount allocated to each asset class.

After assessing your individual circumstances, attitudes and objectives via our discussions and the completion of
our risk profile questionnaire we will recommend an asset allocation strategy that will provide a level of volatility that you will be comfortable with.

Investment Selection
We source independent research from credible research houses to provide our clients access to high grade investment opportunities.

We tailor a portfolio for each client in most cases using a combination of direct investments and wholesale managed funds and construct a portfolio of diversified assets underpinned by reliable income and sound fundamentals.

Our philosophy is one of conservatism whereby we seek to maintain capital whilst achieving your investment objectives.

Stockbroking
We provide clients with access to a range of stockbroking capabilities depending on their needs.

Depending on your preference we can maintain individually managed accounts based around the recommendations of
Lonsec - www.lonsec.com.au or enable you to access the services of a full services broker and utilize strategies such as writing call options over your existing holdings or direct international share investment.

Due to the combined “purchasing power” of our clients we are able to offer them access to numerous Initial Public Offerings (IPOs) and other institutional offerings that may otherwise not be available to them.