Your Investment Portfolio is Unique
Our Retirement Investment Advisors in Sydney know that no two client investment portfolios are the same – so we provide tailored investment advice based on your unique circumstances and objectives.
Your goals and aspirations should govern your investment plans. We work with you to develop your investment objectives and strategy to identify your best investement options.
Whether you have a Self Managed Super Fund and only require investment services or need advice and assistance in setting up a SMSF that satisfies all legal and compliance requirements, we can help.
No Obligation Chat From Your Retirement Investment Advisors in Sydney
Do You Have Any Questions?
There is no fee or obligation to talk to our experienced retirement investment advisors in Sydney to help you decide whether we’re right for you simply call us on 02 9929 5125.
Fixed Fee Advice
We are fee-for-service advisers. Our financial planners in Sydney are not remunerated by way of commissions or brokerage. For work you instruct us to do, we will provide you with a set fee, which you approve before we commence the work.
SETTING UP YOUR FINANCIAL FUTURE
1. Your family goals, aspirations and plans.
Isn’t this what it is all about? Whatever your goals and aspirations may be, we
believe that they should govern your financial and investment plans.
2. Your financial plan.
Your financial plan should reflect what you want to do in your life. This
includes protecting your assets and income sources, reducing unnecessary
tax and ensuring your estate eventually goes where you want it to go. We
can review your financial plan to check that it meets your family goals and
aspirations and carry out any action needed to optimise your financial plan.
3. Your investment objectives.
After we have gained a good understanding of your goals and aspirations and
reviewed your financial plan we work with you to establish a set of investment
objectives. One key figure that will come out of this process is your target rate
of return i.e. “What rate of return do I need from my investment portfolio to
allow me to enjoy life?”
4. Your investment strategy.
Your investment strategy is the allocation of your total assets between the major asset classes. Your investment strategy will account for 80% of your investment returns and risk, so it is very important that you have the right strategy. Your investment strategy must also be in accord with your investment objectives.
5. Specific investments.
Once the right investment strategy has been selected we then recommend
the best investments in each category. These categories include:
- Direct Australian shares
- Managed Australian share funds
- Listed property and infrastructure funds
- Managed overseas share funds
- Exchange traded funds covering many types of Australian and overseas investments
- Listed property trusts (REITs)
- Direct property
- Managed fixed interest funds
- Listed hybrid securities
- Term deposits
- Cash funds
6. On-going Service
After your portfolio has been set up, Invest Astute Retirement Investment Advisors in Sydney can provide you with on-going monitoring, reporting and advice about your investments. This ensures your investment portfolio stays up to date and continues to meet your investment objectives.