While no investment is without risk, a successful investment strategy begins by developing a thorough understanding of your personal goals, situation and tolerance to risk. From that baseline, your Wealth Adviser can design a personally tailored portfolio with a thoughtful mix of investments diversified across, and within, asset classes. This approach can help protect you from short-term swings in any one asset class and helps build your wealth over the long term.
We take our role in helping you manage your financial affairs very seriously. Our commitment to building trusted, long-term relationships with our clients means your Wealth Adviser is always on hand to discuss your portfolio, should you have any questions or new investment ideas. They will also formally review your investment strategy and portfolio with you, at an agreed frequency, to proactively identify and discuss any adjustments that need to be made to keep you on track.
Each of our investment management relationships is unique. The solution we develop for you will be designed to meet your specific portfolio management needs and expectations. This includes flexibility in how we’re paid for our services. You can choose between an annual fixed fee for investment management, or an asset-based fee, calculated as a percentage of your portfolio value. Transaction fees tailored to your situation apply to both options and will be agreed with your Wealth Adviser at the beginning of the relationship.
Our fees for investment management are tax deductable and cover the ongoing management and administration of your portfolio, as well as the additional tools and time required to maintain the detailed account information necessary to provide this highly personalised service. If this level of service is above your requirements you may prefer to engage our Stockbroking Services.