Portfolio Management & Investment
Portfolio Management
Our portfolio construction process begins with your objectives front of mind. Depending on your previous experiences with investments and stage of life, your desired outcomes will be unique to your situation.
Once we have a clear understanding of what you require from your portfolio, our investment selection process focuses on investments based on asset class, investment sectors, global regions and industries. This diversified approach allows you to take less risk and achieve better long-term returns.
Don’t have all your eggs in one basket – It is imperative that your investments are well diversified, meaning you are not invested in one type of investment sector, investment class or exposed to an economic event. A well balanced portfolio will have exposure to cash, fixed income, property, Equities and some alternatives.
A global perspective – With globalization the world it has become easier to invest outside of Australia. Looking at investments overseas provides investment opportunities that may not exist here. In addition, different regions in the world are at different points in the ‘economic cycle’at any given time, meaning if the Australian economy is struggling, other regions may be doing better at that time.
Ongoing review – With time economic conditions change, therefore it important to review your investments on a regular basis. We meet with our clients on a regular basis and make sure that the investments are still relevant to the objectives we initially set out to achieve. From time to time this will mean we make changes to your investments, so they remain relevant to your needs.
What is a financial plan?
A financial plan is more than just setting a budget; you need to take a long-term view of your life and how you want to live it. Outlining your goals:
- Goals for the short and long term future
- Planning for children
- Your lifestyle
- Protecting you and your family against any financial hardship
- Retirement planning
Why do I need a planner?
A financial planner will be your coach who will help you set financial goals and help you achieve them. You get appropriate advice for you, a tailored solution that suits you, that is flexible and can adjust as your life changes ultimately leading to achieving your goals.
A financial planner will:
- Give you a clear picture of your current financial status
- Identify your needs by asking the right questions to gain an idea of your needs and clarify your objectives
- Consider issues that may affect your position
- Assist in protecting your wealth by assessing whether you have the right insurance
- Provide you with a written financial plan & recommendations
One Advisory Wealth Management has been developed through many years of continued innovation. Our ethos ensures we effectively communicate with our clients and deliver smart solutions to meet their needs.
Investment Strategy
We offer our clients a tailored investment strategy and a broad portfolio of wealth building investments, opportunities and protection in the following areas:
- Strategic Planning
- Wealth accumulation and investment advice
- Retirement Planning
- Tax Planning
- Margin Lending and Gearing
- Estate Planning & Risk Insurance
- Asset structuring
- Portfolio management/investment advice
- Risk profile analysis
- Superannuation and rollover advice
- Share Trading
Our experienced advisors and great staff aim to ensure our powerful strategies bring huge benefits to our clients. We focus on specialised knowledge, quality research, good returns, tax savings and providing our clients with practical advice. We only recommend an investment to you after considering its suitability for your individual needs, objectives and financial circumstances.
Partnering with our highly skilled and energetic team leads to innovative solutions that are built to last for generations.
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One Advisory Wealth Management
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One Advisory Wealth Management Pty Ltd is a Corporate Authorised Representative (AR #001284169) of Thornton Group (Australia) Pty Ltd.
AFSL 223670 | ABN 88 101 789 226 | Level 1 104 Frome Street ADELAIDE | P 08 8229 2260 | F 08 8229 2299
Thornton Group (Australia) Pty Ltd trading as Thornton Group holds an Australian Financial Services Licence (No 223 670)