Investment opportunities

Make informed investments with innovative solutions

As a trustee, you know that effective and timely management of your investments is key to maximising your retirement wealth, but it can be challenging to keep abreast of fluctuating financial markets. This is why we continually look beyond cash and shares to assess risks and opportunities against the needs of all our SMSF clients. Our global perspective provides an array of investment choices designed to complement existing portfolios and changing market conditions.

Proactive investment strategies tailored to you

As a local firm with a global outlook, we are committed to helping you make the right financial decisions to achieve your retirement goals. We do this by delivering you proactive investment advice based on your personal preferences and circumstances. To support you in making investment decisions, your Investment Advisor will regularly review your portfolio to tailor investment recommendations based on your goals, preferences and risk tolerance in the areas of:

  • asset allocation
  • diversification
  • capital growth
  • income generation
  • risk management
  • unique investment opportunities.

Benefit from expert economic insights

Our esteemed Investment Committee comprises highly experienced financial minds. Their expertise in economics, financial markets, corporate strategy, and private and public superannuation across all major markets will help guide your investment decisions. Specifically, they’ll share insights and opportunities across nine different asset classes and provide analysis of companies, industries and wider macroeconomic drivers.

10 investment lessons from 2015

Nerida Cole
Managing Director, Head of Advice

Australian interest rates continued to fall, resource prices fell and the outlook for the Australian economy was weak, yet 2015 was not all bad. With technology, sustainable...

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