Investing can mean different things to different people. We view investing as a long-term proposition especially when looking at growth assets such as Shares or Property.

Important considerations when investing include Asset Allocation, Time Horizon, Ownership, Structure and how you access the investment whether it be directly or via an investment platform.

Ethical and socially responsible investing is an area that we have seen an increased demand for. Clients are concerned about the future for the next generation and want to invest their money in companies and instruments that aim for a healthy and sustainable society, environment and economy.

Whatever your investment goals are, whether it be saving for your kids’ education or long-term retirement planning it is important to get the right advice to ensure you are allocating your money to an investment that matches your needs and goals.

With a wide range of asset classes, investment options, investment styles and structures available investors have more choice than ever which can make the process very overwhelming. We assist clients to define what their investment goals are, tailor the right investment solutions to achieve those goals and then assist them to properly execute their investment plan.


Phone: 03 8317 0665


Level 1, 120 Upper Heidelberg Road
Ivanhoe VIC 3079