Active Investment Portfolios

It all starts with getting to know your goals, risk tolerance, and investment horizon. Then we tailor our services to you, offering expert guidance to create an investment plan that includes a proposed asset allocation, a breakdown of investments within asset classes and expected income projections. We regularly review and adjust your portfolio, ensuring it aligns with your evolving needs.

Our Service to You

Streamlined Administration

We take care of all the day-to-day administrative tasks, reducing your burden of ongoing paperwork. This allows you to focus on your financial goals without getting bogged down by admin.

Low Fee Structure

The management fee we charge includes expert advice, regular reviews, meetings, detailed reporting, and online access to your portfolio. This transparent fee structure ensures you have access to the full range of services without hidden costs.

Bank Integration

Each portfolio is conveniently linked to a fee-free ANZ bank account with a competitive interest rate. You have online access to this account, allowing you to manage it like a standard bank account, simplifying your financial management.

Transparency and Reporting

We provide detailed quarterly reports that include performance metrics, income summaries, investment transactions, realised and unrealised capital gains, and expenses. Additionally, clients receive an annual tax report, simplifying the process of sharing financial information with your accountant.

How We Invest

Each portfolio we build for our clients responds to varying goals and objectives. Our advice is tailored to encompass the need for income, capital growth, attitude to risk, time horizon, ethical tilts, and taxation (including franking credits). Diversification is important when constructing client portfolios and we utilise the below asset classes to provide a low-volatility and high-income portfolio.

Australian Equities

The majority of our Australian equities exposure comes from the ASX200 because we prefer to focus on high-quality, profitable, well-managed companies to form the nucleus of client portfolios. We actively manage our Australian equities exposure to maximise returns and take advantage of market fluctuations. Our model portfolio continues to deliver very strong returns.
Listed Property

Our client portfolios generally have both unlisted and listed property exposures. We regularly meet with the management of listed property trusts and know this area of the market better than most. We tend to steer clear of larger property trusts as the smaller end of the market often offers higher-dividend yields, low levels of gearing and strong potential for capital growth.
Infrastructure

These types of investments tend to offer capital stability to client portfolios while providing a reasonable level of income return. These monopoly-like businesses have strong cash flows and predictable earnings that are good cornerstone holdings.
International Equities

We have the capability to invest in global equities either directly or via a managed investment in the form of listed investment companies (LICs) or exchange traded funds (ETFs). Markets that we often allocate to are the Dow Jones, NASDAQ, S&P 500, Europe, and Asia.
Fixed Income

Our defensive allocation consists of listed bank hybrids, credit funds, private lending, and traditional bond investments. We feel the extra returns that bank hybrids have generated over term deposits more than compensate an investor for their additional risk. Through our relationships with investment banks, we’re often able to secure stock in hybrid floats.
Unlisted Alternatives

To ensure that we have some diversification away from the listed market, our client portfolios tend to have an allocation towards unlisted investments. This area of the market can lead to large returns and our industry contacts make it easier for clients to access these investment alternatives.