Wealth Preservation and Creation Strategies

These strategies vary depending on whether our Clients are in the wealth preservation stage or wealth creation stage. Irrespective, our priority remains to protect your wealth.

Our strategies entail the initial 3 steps for managing your money:

• Consultation with you to understand your needs and your financial and personal situation and objectives, and to analyse your tolerance for risk.
• Preparation of an Investment Proposal containing our recommendations consistent with our understanding from the consultation.
• Presentation and discussion of the Investment Proposal with you.

Execution of investment strategies

Once the strategic direction has been set, we execute and implement our advice which entails the next three steps:

• Establishing the necessary structures to hold your investments.
• Purchasing and/or selling Australian and international direct shares, listed and unlisted managed funds, direct and listed property, bonds and cash as proposed in our advice.
• Ongoing reviews (at least quarterly, usually more often) which is the most crucial process to ensure that the strategy remains current with your situation, goals and needs. The portfolio is rebalanced to realign with the asset allocation parameters and changing market conditions and to take profits.

Asset allocation strategies

Part of our strategic advice which is core to the preservation of our clients’ wealth and management of risk is diversification across asset classes, countries and currencies. Due to our broad capability and experience across the globe, we can diversify our Clients’ wealth across the various classes of assets, countries and currencies:

• Asset classes cover:
  • Maintenance of corporate registers
  • Cash
  • Fixed income securities like bonds, convertibles and “hybrids”
  • Property
  • Equities
  • Managed Funds

• Countries:
  • We can purchase securities across all asset classes on most   major stock exchanges around the world.
  • We can also invest directly for our clients in unlisted assets in   most well regulated jurisdictions.

• Currencies:
  • Key to a diversified asset base is a spread of currencies.
  • We purchase for our clients investments that are denominated   in multiple currencies across the asset spectrum.
  • These investments can be held in Australia or overseas.

Property Investment

We consider property as an important asset class, and therefore source direct residential investment properties for our clients as well as directly held (ie. not listed) commercial properties both in Australia and around the world across the industrial, retail and office sectors.

Research

We have multiple research sources available both in Australia and around the globe to support our high conviction recommendations and advice to our clients. Our many counter-party relationships provide us with fresh insights. Our clients, who represent a broad spectrum, are a rich source of “on-the-ground” knowledge into the industries in which they operate.