From superannuation assets and brokerage accounts to mutual funds, equities and fixed interest, you can choose from a myriad of investment options. But which options are best for building an investment portfolio to fund your retirement? The right investment adviser can help you determine the best path forward to meet your individual needs.
That's why it’s our goal to help you navigate the confusing universe of investment options and offer customised strategies to fit your personal situation, retirement goals and investment time horizon. We do this by talking with you to understand your complete financial picture. To learn more about how we can help, browse our selection of retirement planning guides or request an appointment today.
Creating Your Retirement Strategy
Each investor has their own idea of a comfortable retirement. A common theme for most is to support their desired lifestyle without relying on a regular paycheck. Planning for a comfortable retirement means
- establishing realistic goals,
- understanding your investment time horizon, and
- determining which investment strategy maximises the likelihood of achieving your ideal retirement lifestyle.
After establishing your goals, timelines, and personal factors, we may recommend, where deemed suitable, an asset allocation strategy along with a recommendation for the discretionary investment management services of Fisher Investments, our parent company. Fisher Investments harnesses the Investment Policy Committee’s decades of experience and an extensive research team to help set clients up for success in retirement.
Personalised Retirement Planning
We put clients first with a tailored approach to investment management. This starts with a comprehensive assessment of your financial situation that informs your investment strategy and considers important factors outside of your portfolio.
Fisher Investments Australia® can review investments within your existing individual accounts, corporate accounts, pensions, and trusts and advise on whether any portfolio changes may be suitable to improve the likelihood of you meeting your financial goals and objectives. This analysis results in a personalised investing approach consistent with your goals and needs.
Five Steps to Building Your Personalised Investment Portfolio
1. In-Depth Introduction
You tell us about your financial goals and your unique situation. The better we know you, the better portfolio recommendation we can provide.
2. Comprehensive Portfolio Analysis
We perform a thorough evaluation and send a detailed analysis of your current portfolio.
3. Portfolio Investment Recommendation
We discuss our recommendation with you to help ensure you’re comfortable with the plan.
4. Strategic Portfolio Implementation
Highly skilled trading and implementation teams put Fisher Investments’ strategy to work in your accounts.
5. Ongoing Service
You and your Investment Counsellor regularly discuss your portfolio and your ongoing needs.
High-Touch Client Service
As our client, Fisher Investments Australia will serve as your investment manager, partially outsourcing aspects of day-to-day investment advice, portfolio management, and trading functions to our affiliates. In particular, portfolio strategy decision-making will be conducted by Fisher Investments, our US-based parent company.
Fisher Investments Australia will be in touch regularly to keep you informed about its market outlook and help ensure your portfolio continues to serve your financial goals.
Many investors are often tempted to stray from the path to their financial goals, which is why we focus on providing unparalleled client service. You’ll have an Investment Counsellor to provide you with regular, ongoing updates on the market and your portfolio. Alongside a high-touch client service model, Fisher Investments Australia offers client webinars, informative videos, regular articles and other educational resources.
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Learn why 155,000 clients* trust us to manage their money and how we may be able to help you achieve your financial goals.
*As of 01/07/2024
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