We Are Investment Managers.
High Performance, Risk Adjusted Portfolios Individually Managed
What Do We Do?
We specialise in managing investments in the Australian share market, which offers our clients many avenues for wealth creation both here in Australia, and offshore via global Exchange Traded Funds (ETFs).
We invest our clients funds according to a series of model portfolios that differ in their levels of risk. So, whether you’re looking for higher returns and don’t mind taking on higher levels of risk, or you want more stability in your portfolio, we have a mix of investments that will suit you.
Click on one of the portfolio models below to learn more, or take our short risk profile quiz to find our your best option.
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.