Our Advice Process

Our advice process

Our Advice Process

Step 1: Structures – which are the most suitable for optimum outcome
We consider which legal or tax environment will provide you the optimum outcome: personal, company, trust or SMSF? What structure is appropriate not only now but in the future? We help you understand the pros and cons of each investment structure and the flexibility, accessibility, tax implications and short/long term ramifications of investing.

Step 2: Strategic asset allocation to minimise risk
In understanding your risk tolerances and investment needs both short and long term, we then help you understand the implications and investment decisions around which assets and investments are suitable for you and how to structure your returns for both short and long-term goals.

Step 3: Tactical investment selection
Knowing what investments to purchase relies on an in-depth understanding of the market and continuous benchmarking of your portfolio's performance. This is the active and interactive process of actually choosing, purchasing and adjusting the investments over time during which we regularly consider our Investment Committee's view on the economy, assets, risk and the most suitable investment styles.

Step 4: Regular portfolio reviews
The importance of regular reviews cannot be overestimated given the constant change in global markets - with legislation, technology and economics and political decisions. Our regular and disciplined monitoring of your investment portfolios are directed at enhancing and identifying potential problems before they emerge.

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