Practice Areas
You Need The Best Investment Adviser
When it comes to your wealth, retirement or ongoing investment strategy you need to partner with the best investment advisor in the business!
We take your financial future and investment plan very seriously and will only ever invest in areas that we would personally place our own funds.
Unlike many other “financial plans” we have seen from other planners, we are very proactive in researching and investing client portfolios into investments that have the best growth potential, as opposed to just sticking 100% of your funds into a fixed interest fund or sideways trending stock that will erode over time and offer no value.
Part of Christian’s investment strategy seeks to maximise investment opportunity by investing globally, this allows us to take advantage of opportunities that investors usually miss because they are stuck investing in domestic markets such as Telstra shares or the ‘BIG 4’ banks.
Ask us about our US Stock Market trading results, you will be pleasantly surprised!
What We Are Experts At
Practice Areas
Investment DNA
Quickly identifying your investment Risk Profile to ensure your investment strategy fully aligns with your 'Risk Profile'
Investment Research & Selection
We conduct weekly research into various investments to quickly identify and invest into new growth opportunities
Portfolio Rebalance
Rebalancing investment portfolios to capitalise on growth and re-invest into new opportunities
Debt & Risk Management
Managing Good debt -v- Bad Debt and ensuring you can continue with it even after a health crisis strikes!
Retirement Advice
The quality of your retirement will have a big impact on your lifestyle, make sure you get it right the first time
Estate Planning
Providing for your surviving family and leaving an inheritance that is bullet proof and unchallengable
Wealth Planning
You only need get it wrong once and you have lost years of growth and opportunity. Partner with the BEST wealth planner in the business!
Never Lost
We have never lost client funds due to insolvent funds or bad investments, even after navigating through the financial storms of the GFC (2008) and 2020 Pandemic