INVESTMENT PLANNING

We believe that the best way to move forward is through the process of “integration of investments” across the diverse asset classes.

The ability to get exposure to various financial products that mirror different economic sectors like currencies, metals, commodities, shares, indices, etc. has opened up greater opportunities for clients to benefit and get superior returns.

Our preferred acquisition structure is the IDPS or as they say in short ‘Wrap “ account. The Wrap account is a cost-effective structure that will allow you to integrate your investments that are managed by professional Fund Managers.

The idea is to ensure through proper tactical asset allocations, you have sufficient diversification and yield to match your risk profile.

We offer a comprehensive investment portfolio strategy, that will ensure that you can remain nimble in the market to take advantages by changing asset classes based on market conditions.

It is prudent to diversify the portfolio to include the following;

Managed Discretionary Accounts (MDA) that give you direct exposure to equities that are high performing based on market sectorial changes. The advantage of the MDA exposure is that you get the services of a Fund Manager at a reduced cost of 0.5 to 1% of your Fund Value and all gains on account of Capital gains and Franking credits flow directly into your account.
Exchange Traded Funds (ETFs) that give you to exposure in Global Equities and Indexes. As you can see that the ASX is pretty exhausted and struggling for yields. Through ETFs you can get a conservative /safe exposure to top equities in Europe and Emerging markets where the growth currently is exponential.
Managed Funds exposure to Fixed Interest products like bonds /treasuries is very critical. As you know when there is a rotation all money flows from Equities to Fixed Interest. It is important to have defensive assets as part of your overall Investment Strategy.

The major advantage is that we offer all these investments through a one-stop Custodial Administration portal that will provide you;

Real time access to all your investments
Reporting and MIS to know your Asset allocation and breakup as a Snap shot
Ability to make modifications to your investments i.e. adding /changing your portfolio on the portal with one stop instructions
We as advisors have opportunities to have “third party “ limited access to your portal to offer you our recommendations and analysis based on changes in market