Intelligent Investor Framework

How should the portfolio be invested to achieve my objectives?

This comprehensive investment service includes the following:

  • Completion of Financial DNA Profile: this online tool is designed to gain a deeper understanding of your natural or hard-wired risk profile and financial preferences.
  • Investment Policy Statement: Successful investing requires a logical approach to decision-making. It requires a set of rules to be applied to the “mechanics” of investing as well as the “common behavioural errors”.
  • Asset ownership: it is important to consider the legal control, beneficial interest, and tax and asset protection requirements of the alternative ownership structures (e.g. super, trust, personal, joint, company).
  • Administration: the ideal administration structure will be addressed to ensure ongoing management is both efficient and costs effective.
  • Investment advice: we will prepare our specific investment recommendations that take into account your required return and natural risk profile.