Investments

Build your wealth

We’ll work with you to create wealth with tailored strategies that grow your assets. We’ll consider the total value of your Super, SMSF and/or investment portfolio. We’ll analyse whether it’s diversified across asset classes that align with your risk profile and the time frames for achieving your financial goals.

We’ll put you in touch with trusted experts to support your wealth accumulation strategies: mortgage brokers for upgrading and investing in property, accountants to minimize tax and solicitors to set up trust accounts. We’ll also give you the confidence to plan your growing wealth when impacted by events such as children’s education, redundancy, ill health, divorce, career change, inheritance, and other windfalls.

Our investment services include:

choosing the right tax structure & ownership basis for you.
reviewing your existing fees & costs.
looking at initial and ongoing investment risk tolerance assessments.
constructing investment portfolios.
working with direct share and managed portfolios.
advising on asset allocation.
looking at wholesale and retail investment options.
rebalancing investment portfolios.
managed account (SMA) services.
investment administration, report keeping services and consolidated tax reporting.

Contact us about Investments

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Please send me occasional updates on Financial Services that could benefit me

What our clients are saying

We were introduced to Tim through our mortgage broker. Tim's knowledge, experience, understanding and expertise of where we wish to be financially and how to get there comfortably made our decision makings very easy. The rewards are paying off.

It was the smartest decision and best investment we have ever made! Faced with some serious health and life challenges we were overwhelmed, out of our comfort zone and really had no idea how to move ahead. Ciarán and Andrew are men of great integrity and they are trustworthy, professional, honest, knowledgeable and compassionate. Our association with them has changed our lives. They helped us create a retirement strategy and guided us in the implementation. They have given us the confidence and support we needed to make sound financial decisions and meet our financial and family goals.

Tim explains everything to me in a way that I can understand. I am always confident with Tim. Tim has helped me with setting up a self funded pension and I am very happy with the service Tim gives to me.

Tim has helped with managing my money to give me a stress free retirement. A pleasure to deal with and very knowledgeable.

Adam has helped and guided us through reducing our personal debt and improving our cash flow. He's secured our existing and future financial position with a combination of protective measures and investment strategies, which included consolidating our super and then putting it to work, and making it work hard for us. His guidance and advice (while slightly cautious for this avid risk taker) has helped us clear our personal debt, obtain well above average returns on our investments, and late last year, finally saw us in a position to buy our dream home.