InvestmentAdvice

Gain confidence in your investments & superannuation, knowing you’ll have strong performance that allows you to rest easy at night.

Strategies for Success

Making money through investments can be complex and challenging. Emotions frequently lead us astray from sound practices, urging us to buy during market highs and sell during downturns.

It can also be easy to unknowingly hold onto underperforming superannuation and investments. With a ‘set and forget approach’ you may realise years later that you could have had so much more.

Our investment advice is based on:

Performance Or Lifestyle Goals

Investment Principles

Investment Research

Your Risk Comfort level

“Someone's sitting in the shade today because someone planted a tree a long time ago”.
- Warren Buffett, world's most successful investor

Determining Your Risk Comfort Level

We have a simple process to determine the level of investment return you are seeking, your risk comfort level, as well as your investment experience and timeframe.

We then describe in detail on how your investment portfolio is likely to behave and perform, so you feel totally comfortable before investing.

This image is an example only and does not necessarily represent actual or likely returns for an investor.

Investing Principles

Using the insights from your risk comfort level we consider many investment principles including:

Investment Research

We access an unparalleled breadth and depth of qualitative research. This research allows us to provide you a best-of-breed approach, to world class investment managers. When creating an investment portfolio, we consider:

Non-Bias Research

To assist us in managing the asset allocation and investment selection, we use independent research, so there is no bias or conflict of interest. We obtain investment research from Centerpoint Alliance, Morningstar and Lonsec.

Talk to A Financial Advisor Today

Ready to start your journey with Freshwater Wealth? Contact our friendly team and arrange a meeting to discuss your future.

Investment Asset Classes

At Freshwater Wealth, our investment strategy considers a broad range of asset classes to diversify your portfolio. We focus on:

• Australian Shares
• International shares
• Property
• Fixed Income
• Cash
• Alternatives

Let's Get Started

Claim the opportunity to meet our expert Financial Advisors, at no cost to you. Gain clarity on goals, get an action plan, and see how we can support your financial dreams.
Ready to get started? Fill out this form to contact our friendly team.

0412 004 665

roger@freshwaterwealth.com.au 

8/309 George Street
Sydney NSW 2000