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 management platforms.

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 an in-depth research and due-diligence process to build robust portfolios that are tailor made for your unique set of circumstances.

Investment return graph

Balancing returns against risk

To optimise your investment portfolio we determine what 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

 

Book a Free Consultation

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.

Watch our video on the top 10 challenges for investors

What this video covers:

  1. What you should invest in
  2. Knowing when to start
  3. Taking tips from friends
  4. Understanding diversification
  5. Timing the markets
  6. Falling into the Yield trap
  7. Falling for scams
  8. Investing emotionally
  9. Risk management
  10. Having a plan

What our clients say…

For many years my husband and I struggled with where to go for financial advice. We wanted somewhere that was a one stop shop and to find an adviser who would look at our whole of life needs now and for the future and be able to tailor solutions accordingly. Someone who would take the reins in some ways, to take the pressure off us, set it all up, monitor and manage it all for us.

We wanted someone who would be genuinely interested in what was the best for our family and not just pretend ... Read More

Gillian and Jeffry
Heritage Park

I have been a Nexus client for nearly 3 years now. They have always been there for me, even just to touch base when I was unwell. Nothing is too much trouble and the effort they put into finding and giving you the best comprehensive advice is tremendous. They have all been a pleasure to deal with and I feel so comfortable with them I am using them more and more for my wealth management. Super, Insurance, Property, financial planning, mortgage brokering and my accounting now all in one place. I ... Read More

James & Lisa
Hope Island

Sonya and I have been a Nexus Client since 2012 and in that time the global economy has been subject to volatile property and share market fluctuations often ending in negative growth for most investors. The investment strategies Nexus have provided us with have improved our financial position during these challenging times whist also positioning us for future growth opportunities when they arise. A combination of having strategies in place and the ongoing coaching by the Nexus staff to better ... Read More

Mick & Sonya
Kirwan

It has been a pleasure working with John. My first contact with him was over the phone when I was really overwhelmed with multiple decisions I needed to make to clean up my finances. He has provided clear and concise guidance to both myself and my partner reducing the stress around changing things for the future. His presentations are clear, he takes his time and really goes above and beyond what he needs to do in order to please his clients. I have since referred several of my close friends and ... Read More

Dr Heidi & Dean
Tarragindi

I first went to Nexus about 18 months ago at which time I had just left the army and started my own business. Nexus did something I suspect very few wealth management companies would have done. They advised me to NOT pay them and wait until I was in a better financial position. This instantly tells me they are an ethical and people centric company. They could have taken my money and put me in a position of high risk, but they chose to forgo a commission to give me the most honest response possible. ... Read More

Neil
Albany Creek

We have been with Nexus right from the beginning. When we decided to start a SMSF we wanted to go with a company that could do it all. Nexus provided us with that. They know everything about us now and look after our SMSF, Trusts, business tax and personal tax. Every member of their staff are knowledgeable and approachable. We are so happy and fortunate to have found Nexus. They have made our life so much easier.

Kellie
Camira

I’ve used Nexus for creating a SMSF, tax, legal and estate planning. Great team, great value and great advice over the last year.

Andrew
Morningside

We have had a great experience with Nexus. They were recommended by family and we too would recommend them to anybody. Steve and John took the time to explain everything and never used pressure tactics. They also made sure they really got to know us and our goals before making a plan.

Rachel & Leon
Burpengary

Nexus has helped my wife and I establish a holistic financial plan, including long term financial planning, as well as the recent purchase of an investment property.
Stephen and his team have always gone to the effort to understand our personal priorities, and we trust their views and advice which is informed, balanced and focused on our best interests. We highly recommend Nexus Private Wealth Management to anyone who needs financial advice.

Brett & Belinda
Heritage Park

My wife and I have been working with Nexus for a number of years now and outside of the financial advice, we have stayed for two main reasons. Firstly, the customer service is second to none and as the Nexus business grows, they manage to employ staff with the same focus on serving the customer. Secondly, the complete service offering means that we don’t need to find different providers for our super, versus our business needs versus our personal tax.

Martin
Camira

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 ... Read More

Sarah & Jarryd
Kedron

Nexus are great! The support and tailored advise received has been very beneficial. We now have long term financial goals to set ourselves up for the future. I would highly recommend them to anyone looking for financial advice.

John & Sharleen
Loganholme

I had no experience in working with a financial advisor or wealth management group. I also did not have the time or interest to research information myself. It has been a pleasure to work with John and Steve, as they have guided me through my journey of starting an investment plan for my future. I would highly recommend Nexus for anyone who would like to grow their wealth and learn about the process while doing so.

Caroline
Yeerongapilly
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