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:
Execution of investment strategies
Once the strategic direction has been set, we execute and implement our advice which entails the next three steps:
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:
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.
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.
Key Client Contacts Within Wealth Management & Family Office