Whatever your financial goals are there are a variety of investments and investment approaches to choose from. Finding the right solution for you will depend on your financial goals and needs, your timeframe and your personal preferences. Most importantly though selecting the right investments will ultimately depend on your cash flow requirements, tax position and your appetite for risk relative to the potential return.

There are many providers of investment services in Australia and choosing one is not necessarily an easy process. This is one reason why we believe it is essential to have a clear set of core beliefs that form the basis of an investment philosophy. We base our beliefs on sound empirical, academic thinking coupled with the need to have a practical application in the real world. Our core beliefs from an investment perspective are that:

  • your needs vary
  • investing is not speculating
  • markets usually price assets accurately over the long-term
  • risk and return are related, but not all risks are worth taking
  • diversification is essential
  • costs and taxes matter
  • discipline is paramount.

While we can share our philosophy with you in greater detail, it's not just our thinking that matters - it's how we apply our thinking that makes a difference.

To learn more about investing, take a look at our range of helpful guides and tools.

Responsible investing

Many people are now actively choosing responsible and ethical options for their savings and investments. Responsible investments takes into account environmental, social, governance (ESG) and ethical issues.  We offer responsible investment options through our broad range of investment solutions and see it as an important part of our advice process.

We have Responsible Investment Association Australasia (RIAA) certified advisers available who can help incorporate responsible investment options into your overall financial plan.

How we can help you

Whether you're seeking advice to make an informed decision about which investments are best suited to you or you're looking for ongoing management and administration of your investment portfolio, contact us today to understand how our investment services can be tailored to suit your needs.

Educational guides