Investment Strategy And Advice


Investing successfully is important to secure your financial future. With thousands of options available, we take the time to understand your needs, consider all your current and future lifestyle issues and challenges, look closely into your goals and make appropriate recommendations through a tax-effective investment strategy.

We determine which ownership structure will be most suitable, provide advice on the tax implications of the investment and help develop strategies to manage these – while you hold the investment or even when you sell it. We also consider the impact of your investment on other aspects of your situation, such as your estate planning position. Importantly, we work with you on an ongoing basis to ensure your investment continues to meet your needs.

1. What are some examples of different ownership structures?

Examples of ownership structures are: Sole trader (individual name), joint names, under a trust, a company, superannuation or a Self Managed Super Fund (SMSF).

2. How do I measure the risk when setting up an investment portfolio?

The risks involved in holding securities need to be measured. There are methods which can be used to measure expected risk and future returns. Some risks can be managed through diversification. Combining securities into a portfolio in order to reduce risk should be investigated, together with the methods used to build the “best portfolio”.

3. Once set, how do I manage my investment portfolio?

Once a portfolio has been established there are three important issues to be considered:

  1. The methods which can be used to manage and revise the portfolio
  2. The question of whether to let others manage the portfolio and, in this case, to choose between a managed fund and an index fund
  3. The measurement of portfolio performance bus using suitable evaluation methods