Our preference is that you invest directly into assets such as ASX listed securities, real estate and interest bearing securities rather than managed fund structures.

There are two primary reasons for this – transparency and cost. If you don’t understand the product you are going to invest in or the fees you are paying, you probably shouldn’t be investing in it.

We work closely with specialist investment and/or property advisers who share in our philosophy and approach. Together, we will consider the most tax effective methods to manage your investments.