We believe that when it comes to managing your investments, the most critical element is ensuring that your investment objective and strategy is aligned with your goals and plan.

With a clear strategy aligned to your needs, the focus is then directed towards the achievement of your long term investment objective with the greatest degree of reliability.

We also believe that people generally have 2 main objectives for their investments.  These are:

  • Capital preservation
  • Receive a reasonable return for the risk taken

We therefore recommend not taking unnecessary risks with your money. It’s important we work with you on an ongoing basis to continually clarify, review and understand your goals, provide you with ongoing communication, benchmark your progress and help you remain in control. This provides you with the security of knowing that your investments are working towards their longer term objectives aligned to your specific needs, and that you are fully aware of the impact of any decisions being made.

Some of our services relating to superannuation commonly include: consolidating multiple superannuation accounts, contributing to superannuation to take advantage of the tax concessions, funding insurance through superannuation and using a superannuation pension to provide a retirement income stream.