An investment portfolio contributes income and growth to your personal wealth. It’s typically comprised of various types of assets such as shares, property, bonds, debentures, managed funds and other packaged securities. Deciding on 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 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 different types of assets. Managing your own portfolio can often result in missed opportunities and an inability to reach your financial and personal goals.
Every client comes with their own unique set of circumstances. We sit down with you to work out the best possible strategy to suit your desired outcomes. The expertise of our experienced wealth managers, across all asset classes, ensures your portfolio is tailored to achieve superior returns.
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Nexus Private Wealth Management is made up of the following companies: Financial Planning Advice is provided by Nexus Private Financial Planning Pty Ltd – ABN 58 159 649 055. Authorised Representative of Madison Financial Group Pty Ltd (MFG) – ABN 36 002 459 001 (AFSL No. 246679) | Investment Property Advice is provided by Nexus Private Property Servies Pty Ltd – ABN 52 159 828 038 (REA no. 3565454) | Lending services are provided by Nexus Private Lending Services Pty Ltd – ABN 37 169 705 926 (ACL no. 463839) | Accounting and Taxation services are provided by Nexus Private Accounting Services Pty Ltd – ABN 84 169 784 329 (RTA no. 25331778)
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