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Direct Shares

We work with you to identify your key performance objective.

About Direct Shares

Longer term investors need exposure to growth assets to outperform inflation and grow the purchasing power of their assets in ‘real’ terms. Trying to time markets can actually increase the risks in your portfolio.

Unfortunately many clients do leave the markets at exactly the wrong time and re-enter the markets well into the boom.

Part of our role is to help you with these decisions and sometimes to simply persuade you not to make bad ones. We do actively change asset allocations based on risks we can see in the market but will always source your agreement before a significant change is made. It is the total return including fees that counts not any short term ‘wins’.

Your share portfolio could be managed through an online low cost trading account, a broker or a fully managed direct share portfolio. The Australian Advice Network have access to a number of direct share firms we have confidence in that align their investment philosophies with the broader objectives of our clients’ portfolios.

We work with you to identify your key performance objective. You may be focused on a portfolio that delivers Income or Growth or a combination of the two. We identify the appropriate method to manage your portfolio and adjust our allocations and portfolio’s to weight the results to your desired outcome.

8:30AM - 5PM

Monday – Friday

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