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Careful planning is required to ensure that your investment policy reflects your objectives, views, intentions and tolerance for risk.
At heart, our service is advisory. We recognise that many of our clients are used to making and typically seek to make their own decisions regarding their portfolios. It always remains within your control to delegate to a lesser or greater extent, depending on your own preferences and circumstances. Either way, our job is to arm you with relevant information and considered advice regarding the choices you face and not to advocate a prescriptive solution.
By introducing, testing and working through ideas together with you, we aim to improve both the decisions made and the level of confidence in them. This is no claim to predictive superiority – we have our ideas about the future, but only know for sure that markets are often unpredictable. However, in exploring the potential opportunities and risks of taking a position, we hope to narrow the probability of surprise and to ensure that you take a reasoned and considered decision with a full understanding of the impact on your own circumstances.
MELBOURNE
Michael Smolders
Head of Family Office
& Wealth Services - Melbourne
Telephone: 61 3 9207 3000
SYDNEY
Jason Swan
Senior Client Adviser - Sydney
Telephone: 61 2 9224 7600
PERTH
Julian Butler
Head of Family Office
& Wealth Services - Perth
Telephone: 61 8 9230 7700