Investing Made Simple.
High performance investing without the high cost.
We specialise in managing investments in the Australian share market for Individuals, Corporates and SMSF Trustees.
Our client’s investments are managed individually according to a series of risk-adjusted model portfolios.
Click one of the boxes above for more information, or take our short Risk Profiling questionnaire to find out your best fit risk model.
High Perfomance Investing
Our direct model portfolios have outperformed our benchmark returns significantly since their inception. Don’t settle for average returns from average fund managers, and start getting your excess funds working hard for you. And with ongoing management you keep more money for your future. Get started today!
The average Australian Superannuation fund (High Growth option) returned just 7.4% in the 2018/2019 financial year. Over the same period, our High Growth model portfolio returned 24.03%, and that’s before income. As the trustee of your Self Managed Super Fund (SMSF), you can get your retirment savings working as hard as you do.
True financial security comes not only from high levels of income, but also from being shielded from life’s unforseen events. Life insurance is a no-brainer and in our view should be a core consideration in any wealth building plan. We are not aligned with any product providers, so we are not driven by commissions and free to source the best arrangement for your requirements.