Investment Portfolio Advice and Management
We believe that clients are fundamentally conservative by nature, nobody likes taking too much risk with their money.
Your investment portfolio is a living thing. At PECUNIA Private Wealth Management, we don’t do “day trading” investments. Instead, we recommend and review your portfolio’s long-term performance. We keep ourselves well-informed about changes in the market. When reviewing your portfolio, needs and circumstances we may recommend strategic changes rather than trying to guess new higher risk investment opportunities before they reach the business pages, using independent filtered research to separate truth from hype.
And we do all this while keeping an eye firmly on the long term, so we don’t fall prey to the investor’s curse of overreacting to short-term trends.
Platform & Direct Investment Approach
Our approach to portfolio management is based on direct investments, wholesale managed funds, term deposits and cash investment within a simple portfolio administration platform. This is certainly an easier option for our clients to effectively receive a diversified portfolio of asset with the added benefit of not having to directly deal with all the time taken up in gathering tax reports, accessing consolidated reporting and transaction details whilst also trying to manage corporate actions such as Share Purchase Plans etc.
Many of our client like to have Direct Property within their portfolio. We have no concerns with this at all and in fact agree that there may be a perfectly good reason to have this as part of a truly diversified portfolio. We can work with your property adviser or agent to ensure that the correct outcome in making such an investment is completed, such as the correct ownership structure, cashflow management etc.
Above all, you can rest assured that the investment portfolio that PECUNIA Private Wealth Management advises you on will be based entirely on your goals and your risk preferences. Because we’re not institutionally owned or licensed, we answer only to you, never to a parent company pressing us to recommend their own investment products.
To arrange this meeting, please contact us on 1300 112 676 or contact us here
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