Professional portfolio and asset management is the key to achieving your long-term goals. You can have the appropriate structures in place, but without disciplined management you will not achieve your financial targets which in turn can negatively affect your desired lifestyle.

We offer a professionally managed portfolio service through Gamma Asset Management. Your investments are overseen by an investment committee and cover the following the following asset classes:

  • Domestic Equities (shares)
  • International Equities
  • Alternative Assets
    • These include private equity, venture capital, infrastructure, agriculture/real assets, private real estate and hedge funds.
  • Managed Funds
  • Bonds
  • Fixed Income
  • Cash

Our investment committee, in conjunction with your adviser, blends these asset classes to provide tailored outcomes for our clients. These outcomes often include maximising income, preserving capital and enhancing capital growth.

Review our investments options at Gamma Asset Management.