Building a Portfolio

We think long term and we work with our clients to ensure their investments are tailored to their long term strategy and their long term outcomes.

There are a number of steps to follow to build a portfolio that suits your financial goals and preferences. These steps are illustrated in the diagram below:

Understand the key asset classes

Determine your objectives and preferences (including your risk profile)

Choose the appopriate asset allocation to suit your risk profile

Manage the risk in your portfolio using diversification

Access investments directly, via a managed fund or in combination

Determine the structure for holding the investments

Determine the most suitable investment strategy for your circumstances

 
We will consider all of the issues when deciding the best way to invest for you.