Whether you’re a seasoned investor or are only just starting to think about wealth creation, you want to find out more about what opportunities are available to you.
We can help you sort out the fact from the fiction, and assist you in making the right choices.
With so many options to choose from in the maze of the investment world, it’s hard to know whether you’re on the right track.
Finding out what’s best for you, and when the right time for you to do it, is no easy feat.
Time frames are important in determining the suitability of different types of investments. Another consideration is how much investment risk you are comfortable with, and then there is the issue of how much capital you have access to.
Concept Wealth Solutions will spend time assessing your current situation, and present the most appropriate investments available to you, in line with what you would like to achieve financially.
Whether you’re a seasoned investor or at the beginning of your wealth creation journey, we can help you create a balanced investment strategy that includes both shares and residential investment property.
We are not only interested in helping you create 10 to 20 year plans, but also in reviewing them with you every year to make sure you are building wealth and managing risk. Our reviews are unique and industry standard setting.
Strategic investment advice for the long-term
At Concept Wealth Solutions, we’re about discipline and prudence. Our investment approach delivers our clients with consistent, risk-controlled and stable long-term portfolio returns.
Working with you, we will build a tailored and diversified portfolio to help your investments work to their potential and achieve better tax outcomes. We will then undertake ongoing monitoring and administration of your portfolio.
Our service involves ensuring appropriate structuring is in place to make sure your strategy is tax effective, and undertaking a rigorous selection process to choose investments that suit your personal, business or superannuation circumstances.
We are about results
Many investment advisers seek to add value through two active portions of return only: market timing and stock selection.
We’re different. We add value to portfolios through well-founded, logical wealth management strategies such as diversification, optimal asset-allocation and appropriate fund manager selection.
If you prefer a hands-on approach to your investments, we are here to guide, recommend, manage and advise on investments – backed by our own internal rigour in research as well as from independent research houses.
Learn more about our approach and the way we deliver our services.
Information on this site may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice we have given you, having regard to your own objectives, financial situation and needs before acting on it. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement before making any decision to purchase that financial product.
