Pave the way for long-term sustainable growth with our professional investment advice

An investment portfolio contributes income, capital growth or both to building your personal wealth. It’s typically comprised of various types of assets such as shares, bonds, debentures, property, managed funds and other packaged securities. Deciding the correct mix of assets for your risk profile, your time frames and your investment goals requires experience and a deep understanding of financial markets.

These decisions include (but are not limited to) selecting appropriate weightings across the various asset classes, choosing the right management platform, balancing the investment styles, and selecting fund managers, sectors, and stocks.

It can be difficult to stay up-to-date with movements in the financial markets and keep a watchful eye on your portfolio, especially if it contains many different types of assets. Managing your own portfolio can often result in missed opportunities and an inability to reach your financial and personal goals.

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Venn diagram showing investment strategy composed of financial capacity and financial goal.

Find out how our wealth management team works to align financial goals with asset selection when building an investment portfolio

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Expert advice to guide the investment process, beginning to end

At Nexus, we start with a personal plan that reflects your desires. We aim to establish portfolios that achieve maximum returns with minimum risk, within the parameters you define.

Your Nexus financial adviser will take the time to understand your financial needs and offer the right strategic investment vehicles for your individual circumstances. We’ll present you with a comprehensive plan that considers your age, income, budget and ability to take and absorb risk.

You can also use our wealth management portal, a user-friendly application that simplifies portfolio management.

Regular updates on your portfolio performance

At Nexus, we provide regular portfolio reviews, reports, updates and recommendations. This gives you the opportunity to ask questions, request a review of the products in your plan or meet with your account manager to get further advice or discuss a change in your circumstances.

A hallmark of our service is our collaborative approach to working with other professionals to make life easier for our clients. Our established professional network of external accountants, solicitors, lenders, fund managers, administrators and platform providers helps us execute your financial strategies quickly and easily.

At the centre of this collaborative network is your Nexus Wealth Manager, who understands your needs and goals, and works on your behalf to develop your portfolio.

What our clients say…

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A short phone call is all it takes to find out how our advice can help you improve your financial position.

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