At Expert Wealth, our investment research driven approach to portfolio construction is underpinned by four key beliefs:

  • A dynamic approach to portfolio management to achieve investment objectives while managing downside risk.
  • Investing in high quality investments underpinned by Lonsec’s* extensive research.
  • A strong risk management culture supported by a rigorous governance process.
  • A diversified approach to portfolio construction.
Expert Wealth Investment Philosophy

Our portfolio construction approach seeks to smooth out market returns to protect your investment.

Smoothing out returns by forgoing some potential upside, whilst limiting the downside, will result in superior long-term performance. Philosophically aligned to this belief, our portfolios are designed to keep pace with market returns while outperforming the market during a downturn.

Setting your financial goals

Financial goals are different for each investor. Whether you’re preparing for retirement or just entering the workforce, your financial adviser is there to help you determine your goals and secure the future you want for you and those close to you.

Establishing clear goals is a critical step in determining the right investments to help you build your wealth and achieve your desired outcome, while managing the various risks and pitfalls along the way.

Thanks to the growth and innovation that has taken place in the financial services industry over the past decade, along with new developments in financial technology, investors now have access to a wide range of investment products and solutions that give them more control over their financial destiny.


General Advice Warning

The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Expert Wealth Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Expert Wealth nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.