Grow Your Non-Superannuation Wealth

There are limitations on what age you can access your superannuation accounts.

If you plan on being financially independent before retirement age, or you would like to begin a more lavish lifestyle, then you need to make sure you have access to another source of wealth to support you. 

We are able to go through the many options available to find the right plan for you. 


Portfolio Construction

Investment Portfolio

To enable us to develop the best plan for you, we need to determine your specific goals and risk profile. 

Your risk profile is your ability to cope with certain levels of risk that occur in the investment market and include:

  • Emotional tolerance of risk
  • Financial capacity to take risk
  • Your perception of risk 

Once we determine how averse you are to risk, we can then diversify your portfolio to help you achieve your financial goals while feeling comfortable.