nvesting wisely is a crucial step towards building a secure financial future. Our investment management services simplify the process, offering expert guidance from investment managers and certified investment management analysts to help you make the most out of your investments.
Whether you’re just starting out or looking to optimise your existing portfolio, we tailor our portfolio and investment management advice to fit your unique needs and goals. Let our skilled advisers handle the complexities of managed investments and investment wealth management, so you can enjoy the best possible outcome. Read on to learn more about how we can help you succeed.
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Erin provides insights into our investment advice services, explaining how we help you build a tailored investment strategy. Discover how we align your investments with your financial goals, ensuring a balanced approach that enables growth while carefully managing risk.
Erin Truscott:
Hi, my name’s Erin and I’m from Direct Wealth, and today, I want to talk to you about investment advice. The beautiful thing about taking money from your bank account and investing it in the markets aligned to a risk profile and in the structure that’s appropriate for you, is that we get the value of not only the market growth, but also the compounding that occurs when we regularly add to an investment or reinvest the distributions that come from investing.
Key factors that we look at when a client comes to us and says that they want to start investing or add to an investment that they currently have is firstly the investment timeframe. This is really important because it’s a vastly different profile that we would build dependent on if it was three years versus, say, 10 years of investment. The second part to that is risk profile. And the risk profile is not only aligned to the timeframe to invest, but how the client feels about investing. Do they lose sleep at night if they know they’re too aggressive, for example?
Portfolio diversification is a really important part of any portfolio and a specific focus for us at Direct Wealth. And we do this across various different asset classes. So, we have defensive asset classes, which are cash and fixed interest, and then we have our growth asset classes, which are Australian shares, international shares, and property and infrastructure, and within each of those different asset classes, we choose single manager asset-specific funds to ensure that the asset class is diverse, which results in the entire portfolio being diverse.
Once your portfolio is set up, it’s our job to ensure that it’s constantly reviewed and that we’re keeping abreast of what’s happening in investment markets to ensure that we can adapt that investment portfolio should we need to over time. And that could be via making changes where required, and also having regular check-ins with you to ensure that where you’re invested and how you’re invested is still appropriate for you.
So, if you’re thinking about reviewing an existing investment strategy that you have, or potentially setting up a new one, touch base with a Direct Wealth advisor and come on in and we’ll have a chat about what you currently have. We would ask you to bring things like any current investment strategies or shares that you currently hold or your current super fund and where that sits, or if you have more than one super fund. And we can then have a look at those structures, see what’s relevant to you, and align those with the goals and objectives that you have for your investment plan, whether it be short, medium, or long term. And once we do that and we understand that, we can make a plan for you and we can really review that on an ongoing basis to ensure that you get the best out of that investment throughout the life of it, whether that be for something you might want to touch early on in life or something that might take you right through to retirement.
So, if you are thinking about starting your financial planning journey, or perhaps you might be looking for a new financial advisor, please do reach out to the team at Direct Wealth. We have a number of wonderful advisors here who can really help you on your journey and give you peace of mind that the plan you have in place is going to make sure that you’re okay now and into the future. We really look forward to hearing from you.
At Direct Wealth, we offer both investment advice and investment management to help you make the most of your financial opportunities.
These services help you:
With personalised strategies, regular updates, and proactive management, we ensure your financial plans stay on track.
Our comprehensive investment management services are here to support you at every stage of your investing journey. We can help you with:
Our investment advisory services offer significant advantages, and can help you to achieve your investing goals. Here’s what you can look forward to when you work with our team of experts:
With our investment advice, you’re not just managing your finances – you’re setting yourself up for a secure and prosperous future. Find a financial advisor near you to get started.
At Direct Wealth, our numbers tell the story of trust, experience, and happy clients. With years of dedicated service and countless success stories, we’ve built a reputation for delivering exceptional results.
Our team of investment experts will help you understand your investment options.
Instead of trying to figure things out on your own, you get direct access to expert knowledge, insights, and support — the key ingredients for success.
Whatever your investment needs, we have the expertise to help you achieve the best outcome.
Everyone’s financial journey is unique, and so is the service we provide.
Our advisors aim to thoroughly understand your financial situation and investment goals, so we can design a plan that suits your needs.
Whether you’re looking to diversify your portfolio or find tailored investment solutions, we can help you secure the best options for your future.
Managing your investments can feel overwhelming, but you don’t have to tackle it on your own.
Our advisors simplify the investment process, making it easier for you to make informed decisions.
With our guidance and support, you gain the peace of mind that comes from knowing your investments are in expert hands.
We’re here to create personalised financial strategies that exceed your expectations.
Whether you’re looking for the best investment options, aiming to grow your wealth, or planning for your financial future, we’re here to help.
Our goal is to ensure your present and future are financially safe, secure, and comfortable, giving you true peace of mind.
Ready to get the best outcome from your investments? Contact us today to get started.
Jamie F.
Satisfied Client
“I had a fantastic experience with Direct Wealth! From the very beginning, I felt comfortable with the entire process. Kirsty and the team were professional, knowledgeable, and always available to answer my questions.
They took the time to understand my needs and provided tailored advice that I could trust. I highly recommend Direct Wealth to anyone looking for expert financial guidance. Thank you for your exceptional service.”
The first step is an easy welcome call. This quick and painless chat is all about getting to know one another. You can ask questions and get a feel for whether we’re right for you.
To get started, simply fill out the form and we’ll be in touch ASAP.
Investment advice is all about getting professional guidance on how to grow your money effectively. A financial expert helps you decide where to put your money, such as in stocks, bonds, mutual funds, or other investment options, to meet your financial goals.
This advice takes into account your risk tolerance, timeline, and overall financial situation to create a plan that works best for you. It’s about making informed decisions to maximise your financial growth and security.
Seeking investment advice ensures you’re making the best decisions with your money. A professional advisor can help you navigate the complexities of the investment world, offering insights and strategies tailored to your specific goals and risk tolerance.
They keep up-to-date with market trends and can provide advice on how to invest smarter, reducing the risks and increasing potential returns.
Investment advisors start by understanding your current financial situation, future aspirations, and risk tolerance. They conduct an in-depth financial assessment, considering factors like your income, expenses, savings, and existing investments.
Based on this information, they develop a personalised investment strategy, selecting the best investment options to help you achieve your goals. This strategy is regularly reviewed and adjusted as needed to ensure it remains aligned with your objectives.
Investment advisors can assist with a wide range of investments, including stocks, bonds, mutual funds, ETFs, property investments, and more. They also offer advice on business investments and other financial products to diversify your portfolio and balance risk.
Their goal is to help you build a robust investment portfolio tailored to your needs.
Investment advisors manage risk through portfolio diversification, selecting a mix of assets to balance potential returns with acceptable risk levels. They also regularly review and adjust your investment strategy based on market conditions and your financial goals.
By staying informed about market trends and economic indicators, they help mitigate potential risks.
Absolutely! Investment advisors can guide you on tax-efficient investing strategies, such as utilising tax-advantaged accounts and selecting investments that offer tax benefits. Their goal is to maximise your after-tax returns and help you keep more of your earnings.
A Chartered Investment Manager (CIM) is a professional designation for those who manage investments, demonstrating expertise in investment analysis, portfolio management, and financial decision-making. Working with a CIM can enhance your investment strategy.
A Certified Investment Management Analyst (CIMA) is a professional who specialises in investment consulting. They are trained to manage complex portfolios and advise on asset allocation, performance evaluation, and risk management. Partnering with a CIMA can bring added expertise to your investments.
Investment fund management involves overseeing and directing a portfolio of assets, ensuring growth and managing risks. An investment fund manager makes informed decisions to align with the investor’s financial goals and risk tolerance.
Asset management firms handle client investments, selecting assets like stocks, bonds, and real estate to meet financial objectives. They provide portfolio management services, offering guidance on diversification, risk management, and growth opportunities.
Portfolio management focuses on selecting and overseeing investments in a portfolio, whereas asset management involves managing all types of assets, including investments, property, and financial products. Both services aim to maximise returns while managing risk.
Choosing the right investment advisor involves looking for someone with experience, a good reputation, and a clear understanding of your financial needs and goals. Look for advisors with credentials and positive client testimonials, and ensure they offer services that align with your investment objectives.