Wealth Creation & Management
At Wealthlife we offer a specialist investment Advisory and Portfolio Construction service. Whether you are an established investor with a large asset base or you are investing for the first time, we can provide an investment solution for you. Our investment solutions are focused on wealth generation, risk minimisation and tax effectiveness.
Our Investment advice and portfolio constructions are established on a high level of technical expertise. All investments we recommend have undergone a rigorous investment and research analysis and are reviewed regularly. Further, the investment portfolios we construct are strategically weighted across a selection of asset classes to provide exposure to the various asset classes and provide an appropriate degree of diversification for your portfolio to assist with risk management and smoothing market fluctuations. A considerable amount of resources and technical analysis has been invested in constructing all investment recommendations we make to give you the peace of mind that you are receiving an extremely high quality investment advisory service.
All of our investment and portfolio recommendations are customised to your preferences and attitude towards risk. We understand that not everyone has the same appetite for risk and as such we will personalise all of our recommendations by ensuring your investments are aligned with the level of risk that is appropriate for you and the goals you wish to achieve. This includes aligning your investments with your stage in life as we also understand that your attitudes towards risk and the investment choices you are comfortable with may change as your circumstances change and as you progress through life.
We offer advice on and manage a wide range of investments and investment structures including:
- Direct Shares and Equities
- Managed Investments
- Fixed income
- Alternatives such as foreign currency, derivatives, commodities
- Term Deposits
- Self Managed Superannuation Funds
- Family Trusts and Investment Trusts
- Investment Platforms
- Margin Loans and Borrowing to Invest
In addition we will always offer all our clients an appropriate Investment and Financial Review service to ensure your financial strategy and investments are always current and suitable and that you are taking advantage of opportunities that may be available to you. Your portfolio and strategy is regularly monitored and adjusted for:
- Investment performance
- Changes in personal and financial circumstances
- Changes in Financial Markets and conditions
- Economic changes
- Legislative changes
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