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Portfolio Management

Our investment philosophy is based on discipline, risk management, diversification.

About Portfolio Management

Each client’s goals and objectives are different and therefore it makes sense that each portfolio should be different and individualised to meet your personal needs.

After we have ascertained your goals and objectives we determine how much money you will need from your investments within the next few years (in particular retirees drawing an income stream), how much you will need for big ticket expenses within the next five years such as home renovations, overseas trips, children’s education, etc.

At the centre of your asset allocation is your long term goal. From here we look at your risk tolerance as well as capacity to take risk and formulate a strategy for how and where you should invest your capital (generally referred to as asset allocation). Our investment philosophy is based on discipline, risk management, diversification

Discipline not speculation

Our investment style is for the long term and we consider that any short-term strategies will be speculative in nature. Short term thinking may introduce needless additional risk to your portfolio. We help manage your emotions when media or other events distract you to ensure you retain an intentional, disciplined long term strategy.

Risk Management relative to your goals

Investments attracting higher returns tend to have a higher risk. The Australian Advice Network educate clients about the implications of investment decisions. The important measure of risk is not the variance from an expected return but the risk of not achieving the outcomes important to you. For example, you may not need an aggressive investment strategy with higher risks to achieve your goal. We come to an informed conclusion as to whether or not an investment will provide you with an adequate return and is suited to the goals of your portfolio.

Diversification is vital

Concentrating your investment scope raises the level of risk and volatility without providing additional returns. We help coordinate your portfolio with a sufficient range of quality, well researched investments without unnecessary complexity so you can get a good night’s sleep.

8:30AM - 5PM

Monday – Friday

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