If you want your own personal investment portfolio, professionally managed in line with your specific preferences, with a high likelihood of success – then our Proactive Investment Strategy was made for you.
Investing, and investing well is essential in growing wealth. The world is always changing and what worked in the past won’t necessarily work for the future.
Did you know that using past returns, to determine what returns will be achieved in the future, is not only unreliable, it is actually a counter indicator? Despite this, most people and many financial advisers use past returns as the basis of investment for the future.
Clearly, an insightful, proactive approach is needed – We have such an approach.
Our Proactive Investment Strategy is a pathway to ensuring your investment strategy for your future is a successful one. Our investment approach is focussed on achieving solid returns for our clients with a focus on capital preservation and risk management.
Each of our investment portfolios are individually constructed and managed for each client’s unique preferences, goals and objectives. After all, your situation is unique so why have the same investment portfolio as someone else?
We invest money across all asset classes, regularly assessing what assets are cheap and attractive to buy into. We analyse specific investments such as shares to determine firstly, what are good quality investments to own, and then the right price to pay for them before buying. With our expertise you can have confidence you are buying the right stocks at the right price.
We believe that the investment and management of your money should be done by experts who have the time, knowledge and experience to benefit you. Ideally, someone with whom you have regular personal contact with – your Wealth Strategist. We also believe that your taxation position needs to be incorporated into your investment decisions as it’s the after tax return which you benefit from.
You can expect us to guide you as to when to invest your money, where and how, in an insightful way that will produce results that meet your needs, reduce risk and provide peace of mind. We understand that you need to feel confident at all times that your investments will meet your objectives. Our approach aims to bring this peach of mind to you and our clients.
General Advice Warning and Disclaimer – The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs and objectives and you should seek the assistance of your financial adviser before you make any decision regarding any products or information on this site. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Encore Accounting Pty Ltd nor its related entities, employees or agents shall be liable on any ground whatsoever with respects to decisions or actions taken as a results of you acting upon such information.