Investments

We help you to make the right investments using the right structure to maximise your wealth and income. There is a range of investment classes you can invest in locally or internationally.

We can advise you on the best investments to choose based on your wealth targets and the level of risk you’re comfortable with. We can also advise you on individual, company, trust, super and insurance bond models to ensure you hold your investments in the right way to suit your needs.

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Cash

Cash is one of the safest investments. Cash compared to other assets tends to provide lower variability in returns, high level of security on the capital invested and acts as a more defensive investment. This reduces investment risk so the money is available when you need it, with a minimal potential for capital loss.

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Property

Property investments allow you to benefit from the rent received by the properties as well as the change in the valuation of the property over time. The returns of these properties will depend on the quality of the tenant and the rent paid as well as the location and type of property such as residential, industrial or commercial.

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Shares

Shares represent part ownership in a company, usually provide income payments through dividends and can produce growth if the share price increases. The value of publicly listed companies globally is $70.75 trillion USD* across approximately 60 Stock exchanges; the Australian share market represents approximately 2% of this total value.

*as at 31 December 2019

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Fixed interest/Bonds

A bond is a tradeable debt security, usually issued by a government, semi-government or corporate body to raise money. Investors in the bond have effectively lent money, for which they receive a fixed rate of interest over a set period of time. The bond is repaid with interest on the predetermined maturity date. They are not as safe as cash and it is possible to experience capital losses from a bond investment.

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Infrastructure

Infrastructure is a broad investment area that can be defined as the basic physical systems of a business or nation; such as power, energy, transportation water. The assets are generally monopoly-like, with reliable demand and predictable cash flows. An exposure to infrastructure in a portfolio provides lower correlation to Shares, providing diversification and risk management benefits.

While many people, including financial planners are familiar with these asset classes, where we excel is in showing you how to structure your ownership of these assets to minimise your tax liability and maximise their potential.

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