We initially determine what ‘investment’ means to you, including your understanding of investment. We then assess the appropriate level of risk for your financial situation and create an individual portfolio which may include direct shares, income, managed investments, bonds, term deposits and direct residential or commercial property.
We can also provide referral to qualified and professional property buyers for residential and commercial property investment purchases.
We will review your situation and your portfolio on a 6 monthly or annual basis and advise of any required changes.
Our Internal Investment Process:
- Meeting Fund managers at least quarterly
- Investment Committee Meetings every quarter to assess performance, alignment and changes to the model portfolio’s
- Attend exclusive briefings and conferences (Portfolio Construction Academy, Van Eyck conferences, Money Management Think Tanks) to make sure we are always challenged in our thinking to portfolio positioning