Investing is a team sport
Investing.
Whether you’re looking for comprehensive investment and asset advice or are ‘self-directed’ and looking for a trusted professional to validate your decisions, we can help.
Our partnership model ensures your investable assets, both inside and outside of super, are aligned to your values and investing style and designed and managed to achieve your goals.
Led by our Owner and Head of Advice, Andrew Sherlock, our investment team provides you with modern service, technical engagement and decades of experience.
Because you are focussing on the endeavours that are generating your wealth, we are focussing on ensuring your assets and investments are working hard for you and aligning with your values and your why.
Our investing strategies are founded on our ‘preservation of wealth’ investment philosophy and coupled with our experience in maximising the long game to achieve lifestyle goals.
Designing and managing your investment and asset portfolios within your overall plan, in a way that is tailored to your investing style, as well as to your situation, plays a critical role in achieving your long-term outcomes.
Using our extensive training, knowledge and research, we make sure good investment decisions are made. Our role in preventing you from making bad decisions is just as important as our role in helping you to make the good ones.
