Investment Process

The first step is to establish the investment objectives, financial situation and particular needs of the client, in terms of their wealth.

Next is to determine the appropriate structures for the investment portfolios. This is done in conjunction with the client's accountants.

Having focused on building the appropriate framework for the clients' investments, we would establish the portfolio holdings that best reflect the client's goals and expectations. Essentially, this process seeks to build portfolios with holdings in companies that have reliable earnings growth.

Once the portfolio has been constructed, the process of regular assessment of both the holdings of the portfolio and where multiple portfolios, of the overall holdings.

Our recommendations are based on thorough research of both the general economic climate and Australian sharemarket conditions, as well as analysis of individual stocks. This analysis is supported by research provided by a number of leading sharebroking firms and specialist investment publications. We aim to select leading stocks which have the potential for superior long term growth, due to their financial and market strength, productivity, depth of management, position in their industry and their commitment to shareholders. Stocks with these characteristics are more likely to perform to forecasts and to achieve our investment expectations. We seek stocks which we believe represent reasonable value, relative to the price of the sharemarket in general.

We aim to construct a diversified portfolio consisting of investments in sound companies to reduce the market risk, but at all times the selection of stocks is tailored to the client's specific strategy.