Investments & Asset Allocation

There are a number of different approaches to take with investments. All investments provide a certain level of return for the risk you are willing to take. This means that as well as making money, there is a chance you could lose it or not make as much as you had hoped for. For this reason we believe in spreading your money around, diversifying your investments.

As a general rule, you would expect a higher return from investments that carry more risk. If you are investing for the long term, the higher risks of investments will generally perform better and recover from any short term losses.
The portfolio we develop for you will depend on a number of factors. These include:
  • Your objectives
  • The amount of time you have to invest
  • Your personal tolerance for risk
  • Your need to achieve a certain level of return on your money
We will use a number of tools to assess your risk profile. We will take into consideration issues such as tax-efficiency, income requirements, growth potential and the economy, whilst also paying attention to what you are trying to achieve with regards to your lifestyle goals.

In all cases, we consider the research provided by the Madison Financial Group Investment and Risk Committee.

Step 1: Filter investment universe
Step 2: Initial manager and strategy review
Step 3: Due Diligence
Step 4: Final review and recommendation
Step 5: Ongoing review

For further information about this process please contact us

In utilising this research we will generally recommend that investments are made through managed funds, using local and international managers or with the research provided by Morningstar, direct investments such as listed equities.

It is very important to regularly review your investments. Our review service considers current market conditions, new opportunities, and is also a time to reconsider whether your asset allocation is meeting your current and future needs. Are the investments chosen, still considered appropriate for you.

Disclaimer: This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.

Your Adviser may offer you services through Accountcorp Accountants & Advisers which is a separate business.

Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, Madison  is only responsible for the financial planning services provided by Accountcorp Financial Planning Pty Ltd.

     Accountcorp Financial Planning Pty Ltd is a Corporate Authorised Representative of  Madison Financial Group Pty Ltd
                  Level 12, 20 Hunter Street, Sydney, NSW, 2000 ABN 36 002 459 001  AFSL 246679
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