How We Can Help You Invest
Structural Advice
The Best Fund Managers
The Best Fund Managers
We can provide pure advice to our clients who wish to keep their existing Government or Industry Fund Superannuation accounts. We show you how to save to your best potential and recommend investment options to suit your risk profile.
The Best Fund Managers
The Best Fund Managers
The Best Fund Managers
For those who want a more auto managed option, we have investment options into fund managers that take less personalized management and therefore a lower cost of a yearly review.
Our Direct Portfolio
The Best Fund Managers
Our Direct Portfolio
Take control over your investment portfolio and know what assets you are investing in. This is our premium portfolio service where you are given all the information and help you need .to run a listed security diversified quality portfolio across all the asset classes and management styles.
Our Direct Portfolio
We run a diversified portfolio of listed securities
How we help our clients invest
We invest in a range of quality assets across different market sectors and regions with the goal to increase your wealth over time. Our hand selected portfolios are targeted to your individual circumstances and tailored to your needs. We develop long-term close relationships with our clients. By understanding your risk preferences and acting in your best interests, we improve your wealth and security.
How we invest for you
We provide direct investment advice and placement, and ongoing management of your investment portfolio. We are experienced in creating and managing well diversified portfolios comprised of direct shares, exchanges traded funds and bonds across all asset classes and markets.
Direct investment portfolios lower investment management fees by not having administration platforms and fund managers to apply their extra costs. This increases your overall returns.
These direct portfolios give you control via direct ownership of the asset. You know where your monies are invested, and you have more choice in tax minimisation strategies.
All assets are owned by your chosen entity. We provide advice so you can make informed decisions about your portfolio and (with your authority) trade on your behalf.
Your investments need to be reviewed and managed
Wealth Initiatives provides portfolio administration under our ongoing service agreement.
Our ongoing reviews and management of your investments consist of:
- Annual review and portfolio statement;
- Quarterly portfolio reviews and recommendations;
- Access to your financial adviser and support staff as required.
We aim to make the duties of being an investor as simple as possible by taking on the investment management and administration of your portfolio.
Risk Tolerance and Asset Allocation
Knowing the right balance between risk and return is an important principle that we invest by.
We base the asset allocation of a client’s portfolio on their individual tolerance to risk.
A correctly defined asset allocation will see clients through different investment cycles, creating wealth over the long term.
We successfully navigated the recent market downturns and, as a result, our clients have been able to hold firm and where there when portfolios regained ground in preparation for the next upswing in the market cycle.
Wealth protection is a major focus and we have a heavy emphasis on asset quality and diversification.
