A research-driven approach to investment portfolio management

An investment portfolio is made up of different types of assets such as shares, property, bonds, debentures, cash, wholesale and retail-managed funds, and other packaged securities.

These investments can contribute income, capital growth or both to help build your personal wealth. Your investment portfolio should consider all major asset classes, as well as appropriate performance structures.

Selecting the appropriate mix of asset classes, management platforms, ownership structures, investment styles, sectors and fund managers has much more of an impact on your overall investment returns than that of individual stock performance.

Our investment committee combine their decades of professional experience with industry acknowledged research to build portfolios that are tailor made for your unique set of circumstances.

Investment return graph

Balancing returns against risk

To optimise your investment portfolio we calculate which combination of investments will provide the highest returns for the lowest risk. This arbitrary destination is known as the efficiency frontier.

It’s not a one-size-fits-all approach. We perform a suitability analysis of multiple asset classes to establish a plan that reflects your needs, goals, capacity and tolerance to risk.

Investment selection is more than picking the best stock or asset class

It’s also more than timing the market or concentrating funds in a specific market sector. We get real results through compounding performance over long timeframes. Over time, we aim to increase returns and lower risk by diversifying your portfolio across stocks, sectors and asset classes. In contrast, a short-term view increases risk and can affect your overall wealth plan significantly.

Annual asset class return from 1997 to 2016 ranked in order of performance

Looking back on the past performance of different asset classes, it’s clearly difficult to select an asset class with consistently high annual growth or avoid assets with negative growth. Diversification across multiple asset classes can help smooth out volatility without unnecessarily diminishing overall returns.

Learn more about building an investment portfolio and our approach to aligning financial goals with appropriate asset selection.

If you ignore an asset class, you may be missing an opportunity to increase returns or decrease risk


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Risk of major asset classes

In the graph, you can see that the ups and downs of asset classes tend to even out over time and the gap between the highest and lowest returns closes. A higher return over time can be achieved at a lower level of risk by combining multiple asset classes.

Sound financial advice and careful decision-making can help you navigate the complexities of structuring an investment portfolio. With our help, you can avoid unnecessary stress and risk to your long-term wealth plan.

Managing your portfolio is simple

When you work with Nexus, your personal financial performance is just a click away. Our wealth management portal offers comprehensive reporting on a wide range of wholesale and retail-managed funds, direct shares, direct property and insurance.

This all-in-one administration service provides live feeds and real-time reporting, making it easy to manage your portfolio.

Overall structure has a huge impact

With Nexus, your investment structure will be coordinated with your other financial matters, providing opportunities to improve your net position.

The right gearing structure combines the effects of loan interest and taxation savings with increases in your investment portfolio. The compounding effects of this alone can be significant but coupled with a robust asset acquisition plan, your investment portfolio becomes a dynamic component of your strategic wealth accumulation plan.

What our clients say…

After many hours of searching for financial advice within the Brisbane city, I was left with very little to choose from at a professional level. I came across the Nexus page and started researching. I liked what I saw and found it very user-friendly. Nexus offered us first class service with no hidden costs and was hassle free from the beginning. We have every confidence in the team at Nexus to help us create wealth and guide us to a healthy investment portfolio. With no hesitation whatsoever, the team at Nexus is highly recommended.

As a small business owner, Nexus has helped me diversify my financial portfolio to enable me to create wealth outside my business, giving me added financial security for the long term. Their advice has been invaluable and I recommend their services to anyone who wants to build wealth and enhance their financial position.

John has been working with my partner Jarryd and I for roughly six months to one year now, we are both young professionals and were looking to buy our first house. Obviously not knowing anything about the property industry or setting up long term wealth in general we really wanted to set ourselves up for the best chance of success. After meeting with John and the team at Nexus there was no question in our minds that we were going to utilise their services. John has spent copious amounts of hours with us imparting his wealth of knowledge and carefully guiding us to now having just signed the contract on our first property. From the very first meeting with John we felt extremely comfortable. He has made making such a huge decision as easy as it possibly could be and we could not recommend his and Nexus’s services more. Jarryd and I are both looking forward to a long, mutually beneficial relationship with John and the team.

Our Clients

Need more information? No problem.

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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