Whether it’s helping to manage your whole SMSF investment strategy, co-managing your investments or just adding some specific advice in areas you need help. Hales Douglass Financial Services is able to tailor an investment strategy to suit your SMSF needs.
There are many providers of investment services in Australia and choosing a provider is not necessarily an easy process. At times, it is hard to see the difference between providers. This is one reason why we believe it is essential to share our investment philosophy. We believe that our approach, based on sound empirical academic thinking coupled with our practical application, sets us apart. Our investment philosophy is based on the following tenants:
- Investing is not speculating
- Markets work
- Risk and return are related
- Diversification is essential
- Costs and taxes matter
- Discipline is paramount.
A Hales Douglass Financial Services adviser can share with you our philosophy in greater detail. But it is not just our thinking that matters. How we apply our thinking is what makes a difference at the end of the day.
Our investment consulting services can include:
- Asset allocation
- Investment selection
- Investment review
- Portfolio benchmarking
Working with a group like Hales Douglass Financial Services provides you with the opportunity to consider your investment needs. No two investment plans are exactly the same. That’s why seeking advice is so important.
To talk to us about this, call either Adam Passwell or Andrew Clegg.