Portfolio management is dependent upon the risk profile of the investor. An investor risk profile indicates the investor’s attitude to risk and volatility and potential returns, and uncovers the investor’s comfort level to growth assets such as property and shares.

Portfolio management is also dependent on the investment time frame and objectives of the investor. Whether the client is seeking secure income, growth, tax advantages, exposure to specialist markets, Centerlink benefits, or other objectives, the portfolio must be specialised to meet these objectives.

Investment alternatives can include managed funds, direct shares, instalment warrants, property trusts, income bonds, debentures, Australian and International equity funds, cash management trusts, personal or employer superannuation funds, self managed superannuation funds and so on?

The essential feature of the portfolio management process is constructing a portfolio to achieve a client’s goals and objectives while taking appropriate risk, providing liquidity for any short term needs, and ensuring the sustainability of the funds over the long term at retirement.

• Wealth Creation and Investment
• Persoinal and DIY Superannuation
• Retirement Income Streams and Centrelink Planning
• Corporate Superannuation Planning
• Managed Funds
• Direct Securities
• Investment Advice