At the core of any successful financial strategy is the accumulation of assets.  After identifying what you would like or need to do with any accumulated wealth, we work with you to create an investment strategy to identify the various ways you can create/keep/maximise it.

The focus we have on understanding your current and future cash flow requirements (using specific modelling software) means that we work hard to understand what rate of return you need from your assets to achieve your lifestyle goals.  Our different investment management options are then tailored to suit your needs.  Different investment programs provide you with portfolios that utilise different methods for investing including different assets, tax management and ongoing administration methods.

Investment Properties
For many of our clients, owning an investment property is a key component to their long-term wealth. For the last few years, residential property investment has been a very successful investment with growth in property nearly matching the Australian share market.  However it's important to not lose sight of the fact that an investment property is an expensive - and long-term - financial commitment and the decision needs to be well considered, researched and analysed.

Our Investment Property services include helping clients with the following:

• Providing financial analysis on multiple properties that clients may be considering and comparing the expected returns (both pre and post tax)

• Helping clients understand the cash flow impact of any investment and model via our software different scenarios such as rising interest rates, loss of tenant etc. 

• Details on the different ways to own the property.( i.e. tenant in common - individual name, via a trust or perhaps a self managed super fund) 

• Assistance in due diligence on property opportunities eg. reviewing the issues that require consideration vacancy rates, population growth, expected and historical returns for the area in which the property is being considered

• Provide an outline of the taxation issues to consider, including depreciation, land tax, income tax and capital gains