Investment

We have no intention of convincing you of the merits of one investment over another.  We will ask you to be open to possibilities and to explore the possible options available.

We are sure we will not outperform the market through any sort of financial wizardry but we will do our best to help you achieve your goals in the best ‘risk adjusted’ way by following a plan, your plan.

In our investment universe we will consider:

Direct equities

• Concentrated low cost exposure

Managed funds

• Professionally managed and diversified

International assets and exposure

• Australia is not the world

LIC and ETF

• Liquid, diversified, accessing particular assets

Bonds

annuities

Warrants

•  Internally geared, vanilla

Capital protection

• Protection mechanisms and capital guaranteed

Cash

•  You can never have enough