Strategic Portfolio Advice

Having a sound investment strategy is an important step on the journey to securing your financial future. By understanding your unique circumstances and goals, we can design an investment strategy tailored to help you achieve those goals.

If you have an existing investment portfolio, Strategic Portfolio Advice provides the opportunity for you to refocus your portfolio to suit your goals, and engage your Wealth Adviser for a more structured approach to the investments in your portfolio. If you are not adequately diversified, your Wealth Adviser will partner with you, so you can adjust your portfolio to suit your circumstances. You can choose to implement the changes straight away, or over a specified period of time.

If you are new to investing, Strategic Portfolio Advice enables you to build a portfolio that is appropriately diversified from the outset, and to add to your investments over time as your circumstances allow.
 
If you would like more information on the benefits of Strategic Portfolio Advice, please call on 08 9263 5200, or email us at spa@djcarmichael.com.au.


Please click on the booklet above to discover the features of Strategic Portfolio Advice.