Investments Advice & Planning

So, you need an investment strategy, but how do you know what strategy is best for you?

A strategy is vital, because if you are investing without a strategy then you are essentially gambling with your hard-earned money.

We Offer Investment Advice To Clients In Canberra, Goulburn & Brisbane

Everyone is generally familiar with investment choices in their normal super funds like “balanced” or “growth”. These terms apply to pooled investments that allocate funds to different assets based on an asset allocation strategy. The asset allocation strategy is based on Modern Portfolio Theory.  This theory is not so modern now as it was first put forward by a man called Harry Markowitz in 1952. The theory hypothesises that assets have certain characteristics and by combining these assets with each other in an optimal way creates an Efficient Frontier. This frontier is how your super funds calculate how much they should have in each asset class to give the best chance of a good return with the least amount of risk. This is a Strategic Asset Allocation.

Why you need investment advice now

Times have changed drastically since 1952 and there are more financial instruments that fit outside of traditional asset classes.

New asset allocation strategies such as Dynamic Asset Allocation, technology advances as well as information transfer have changed how the market views change and thus how assets react now may not be in line with past reactions. That is not to say that Strategic Asset Allocation is still not appropriate just that there are strategies that can be layered and tailored.

Strategies need to be fluid to take notice of change but also need to be objective focused. That’s why, at Green Associates, we’re proud to be the leading Charter Financial Planning practice in Canberra, offering professional and easy-to-understand investment advice to our valued clients in Canberra including Tuggeranong and Brisbane.

Comprehensive investment advice and services

As part of our services, we offer investment advice covering a range of portfolios, superannuation advice, and financial advice.

To get started, talk to us about what your objectives are.

Get in touch regarding our investment advice for residents in Canberra, Goulburn, Brisbane and beyond to discover the difference that a consultant from Green Associates can make on your portfolio.

Make an appointment online or call your local office.