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Today is
Investment Planning
[ 13 Jan 2004 ]
Weighing up the options
We take a broad view of Australian and international economies seeking to identify those factors which will influence the future direction of financial markets.
Against this background we decide on the allocation of assets and make judgments on the buying and selling of securities based on informed research sourced via independent research firms and fund managers.
The most appropriate style of investment management for our clients is determined by their risk/return profile. When we have determined a client's particular profile we recommend a portfolio of investments that is designed to meet their risk and return objectives.
Based on our ongoing research we subscribe to a value philosophy of investment selection and funds management, and therefore favour fund managers who have demonstrated consistently above average performance utilising this approach.
The following investment services are available through this office.
- Self Managed:
- Share portfolio - via approved stockbrokers.
- Selected property investments.
- Fixed interest, debenture portfolio.
- Cash on deposit.
- Self managed superannuation funds.
- Agricultural pursuit - including forestry and wineries.
- Futures and options (derivatives) - via approved stockbrokers.
- Professionally Managed Public Unit Trusts:
- Property - commercial, industrial, retail and residential (ASX listed and syndications).
- Shares (local, international and emerging).
- Mortgages.
- Government bonds and corporate debentures (local and international).
- Master trusts.
- Short term securities and cash.
- Superannuation, Life Insurance and Associated Products:
- Personal and company superannuation funds.
- Children's education plans.
- Insurance and friendly society investment bonds.
- Immediate annuities.
- Allocated (superannuation) pensions.
- Self managed superannuation funds.
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