Building an Investment Portfolio

Factors we consider in building a long-term investment strategy include:

Time Horizon

How long do you expect or need your money to be working towards your objectives?

Investment Objectives

What portfolio value and cash flows do you wish to target over your time horizon?

Cash Flow Requirements

How can we best manage your portfolio to accommodate your cash flow needs?

Outside Assets

Are their assets we don’t manage for you but should consider when creating your portfolio?

Outside Income

Do you receive cash flow from savings other than your portfolio?

Capital Gains

How can we manage your portfolio to minimise the impact of capital gains?

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