All model portfolios are professionally managed with an absolute commitment to the preservation and growth of your wealth.

All investments will be in Australian Listed shares. We approach the Australian sharemarket with a minimum 3 to 5 year time frame with our best results achieved over an investment period greater than 5 years.

A typical portfolio would contain shares in 15 to 25 very profitable Australian companies. These companies are selected for their excellent growth prospects. 75% to 80% of the portfolio would include companies from the ASX Top 100 (the top 100 shares by capitalisation in the Australian sharemarket). Portfolios are well diversified across various industries with typically no more than 9% invested in any one share.

We regard stock selection as critical to investment success and have developed a proven, well defined and disciplined strategy to both buying and selling shares. We do not enter into any derivative products and the portfolio does not target speculative issues or property companies.

Objectivity is also critical. Our methods are designed to take the emotion out of the investment process. Confidence, experience and discipline serve us well in producing exceptional returns for our clients.