INVESTMENT ADVICE
How we help
SET YOUR GOALS
The first and most important step in the process. Once set, we can plan to achieve them.
ASSET ALLOCATION
Asset allocation rather than security selection is the most important investment decision.
PROPERTY INVESTING
We help you invest in residential, commercial, and industrial properties.
INVESTMENT REVIEW
We review your portfolio and analyse your investments effectiveness.
STRUCTURING
We help you choose the right structures for your investments to maximise profits and protection.
BOND INVESTING
Bonds and fixed interests investments can create safe income for over the long term.
PORTFOLIO CREATION
We help construct a portfolio that will create long term returns and achieve your goals.
SHARE INVESTING
Buying shares in business is fundamental for long term wealth creation.
ALTERNATIVE INVESTING
We can help you understand and choose alternative investments that can suit you.
Why is investment advice important
Create and build wealth
With interest rates at lows it is more important than ever to invest in growth assets in order to create and build your wealth. Cash and fixed interest investments are barely keeping up with inflation. Growth assets, which consist of shares and property are the still returning.
Put your money to work
Money in the bank is safe money but it's also lazy money that isn't working for you. It is actually shrinking in value due to inflation.
Without investing we need to continue to work to produce an income. You need to convert that time that you are working into owning assets which produce an income. Eventually you will own enough assets to replace your working income.
Investment Strategy
Many investment strategies are flawed and based on myths. Too many advisers try to employ active management tactics that have been proven to be ineffective in beating the market average.
Understand the risk
Risk and return are interlinked relationship between investments. The higher the return the likeliness of more risk. However, this is for efficient investments. Some investments are not efficient and have more risk without the required rate of return to justify that risk. That is why it is important to understand the risk in assets.
Why get investment advice from Whole Wealth
Our approach to investing is evidenced based and backed by over 40 years of academic research. We know what works and what doesn't. We are not distracted by the noise in the financial media.
We focus on developing systems that will consistently build wealth over time. These systems extend beyond the realm of just investments. It will involve cash flow we bring these all together.
Independence
We are one of the rare independent financial planners in Australia.
Technology
We continuously improve our services to make your life easier.
Expertise
We are all degree qualified in our field. We have decades of experience and training.
Quality
We pride ourselves on our advice because we take the time to get to know you.
Investments Articles
Where do I get independent investment advice?
Investment Advice in Brisbane CBD
Level 3, 155 Queens St, Brisbane, QLD 4000
Investment Advice in Sydney
Level 2, 11 York St, Sydney, NSW 2000
Investment Advice in West End, Brisbane
MPR Room, 11 Beesley St, West End, QLD 4101
Investment Advice in Australia
We can video call from anywhere in Australia. We travel to different capital cities in Australia.