Advisory Process & Services
We see Private Wealth as a partnership between yourself and PrincipleFocus.
A PrincipleFocus financial plan is intended to blueprint a strategy for you to build your investment assets now, and well into the future. The two facets to our advice are strategic/structural advice, and asset advice.
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Our financial advisers come from a farming background and have a deep understanding of the needs of our clients.
Photo: Private Wealth Management Representative, on a recent visit to a StrategicFocus Plus client. |
Strategic & Structural Advice
Strategic & structural advice is intended to ensure that your overall strategy and structure is consistent with your goals. The key considerations in constructing your strategy are:
• Business Structure
• Asset Protection
• Tax Efficiency
• Superannuation
• Gearing
• Estate Planning
Consistent with the strategy we work with you to develop, we encourage our clients to own investment assets directly, including the following:
• Listed Shares, Trusts & Derivatives
• Residential & Commercial Real Estate
• Cash, Term Deposits & Bonds
Your investment in a financial plan and investment strategy is significant and as such we work with our clients to review and manage your strategy, structures and assets. Our services include:
• Constant access to our Investment Management Staff
• Structured Review Process – Quarterly Asset Reviews
• Corporate Action and IPO Advice
• Online access to view your Portfolio
• Mailhouse and Administration Function
No one service offering will be exactly the same. Our fees are agreed with you, and where possible we will not accept brokerages or commission.
PrincipleFocus Pty Ltd is the holder of an Australian Financial Services Licence (307651).
Please review our Financial Service Guide, which details PrincipleFocus' services, and feel free to contact our offices to arrange a consultation.
The key premise of our Investment Philosophy is to work with our clients to develop well diversified portfolios of directly held investment assets. Timing for entering these assets is largely guided by the principles of the Economic Clock.
The economic clock, pictured above, demonstrates that as an economy moves through its economic cycle there is a time to buy certain types of investments and possible a time not to buy. In no way however is there a suggestion that we should sell on the basis of this indicator, because one of the most important investment habits to develop is a long-term investment horizon.
The economic clock will never signal what to buy to quickly become wealthy. We use the economic clock instead to identify that the return a particular investment will generate depends on what time it is in the economic cycle.
