How We Can Help You

Wealth Management

Principally we advise you on how to establish an investment portfolio which will help achieve your specific set of goals, are within your risk parameters and will provide you with the income you need and effective long term wealth creation. 

Our goal is to efficiently manage portfolios over the long term, collaboratively and with these key principles at the forefront:

We work closely with your professional network of accountants, lawyers and other advisers to provide you with a consistent, flexible and transparent strategy.

Your plan will be customised and clear, with the flexibility to adjust it as conditions change. Our advice is backed by high quality research from several professional sources, cross checked and scrutinised so that we reduce risk and elevate performance.

Peter can assist with:

• Asset allocation and risk management
• Security selection
• Targeting high yielding investments and franking credits
• Strategic, research-based recommendations
• Use of alternative investment styles including ETFs, Listed Investment Companies and managed funds
• Use of fundamental and technical research to support the investment selection process

Importantly client portfolios are always held in the client’s entity name and under the control of the client.

Ongoing Review

We believe face to face meetings are important and encourage our clients to meet with us at least annually and preferable more often, to ensure their changing objectives are always considered.