|Strategy advisory. | Portfolio advisory. | Structuring advisory. | Investment advisory. | Compliance advisory.|
Before the rules changed in 2008, portfolio construction was based
on the past 20 years of booming equity markets. Asset allocation was
chosen from past history based upon modern portfolio theory with a 'set
and forget' mentality.
This failed to deliver client requirements. Diversification didnt
protect portfolios, many assets became highly correlated in a financial
crisis, wealth was severely compromised in those traditional portfolios.
Today, all markets are in an unprecedented cycle of wild swings.
Predictions are fraught with uncertainty, and portfolio constructions
based on the past narrow view, are likely to quickly decouple from actual
Out of sync.
Past portfolio construction theory is resulting in investment returns
out of sync with individual requirements. Many are dismayed at the lack
of impact their past generous spend on financial management has on their
wealth this day.
Do they try to take advantage of the swings, and bear the risk?
Do they simply stop activity, and bear the risk of having wealth
Or perhaps, do they seek advice outside their non-performing
We have a different approach which has protected clients wealth.
It is this fret filled investment quandary that we fill with a back to
fundamentals style of wealth management where our applied skills and
wisdom, with a focus on the preservation of wealth can give quick and
sustained returns for modest fees.
We do not manufacture any product, and we rebate all fees from
With our wisdom, care, and guidance your unique circumstance
will once again be leveraged for prosperity in your future without conflict.
The links for preaddressed inquiry emails are on the left-hand side,
and our telephone number is below: should you prefer to call.
Telephone +61 2 9239 9333.
Our objectives based
approach differs from
those theories that failed
to deliver requirements in
the past. A back to
with a focus on preservation
We differ from the old
style in five areas.
No1. Old rules dont apply.
No2. Now is the time to
consult a performing
No3. We have a different
approach in sync with client
requirements and market
No4. Portfolios must be
objectives based not
No5. We do not believe
you can manufacture
in house product and
provide objective advice.