Investment Management Brisbane

Do you want your money to grow? Our investment management services in Brisbane allow you to concentrate on the more enjoyable aspects of life. You want your money to grow over time, so you can use it when you're no longer working, or so it can supplement your income to help keep pace with your current lifestyle.

Investment Advice And Planning

At Aspiri, we provide holistic investment management services to Brisbane. We’ll take control of your investments for you, leaving you to concentrate on the more enjoyable aspects of your life. We focus on multiple investment themes with potentially widespread impact to create a growth-focused portfolio, including managed funds, ETFs or direct shares, both domestically and internationally.

  • Managed Funds

    The major benefit of investing in managed funds is that you can access investments that you traditionally may not have been able to access personally. In addition, managed funds employ a professional fund manager or team that oversee your investments and they are responsible for making those investment decisions on where to invest based on the mandate of the fund (e.g. Australian shares, international shares, small companies, bond funds etc). When selecting a managed fund to invest in, we look for those with a solid investment track record and think they can add value to your portfolio.

  • Exchanged Traded Funds (ETFs)

    We use exchange traded funds (ETFs), both domestic and international. ETFs operate like a managed fund but are listed on the stock exchange. This makes your investments easier to buy and sell at short notice and is a cheaper alternative to buying lots of investments, but in a low cost structure. The turn around time of when you buy and sell ETFs can be as little as 2-3 days.

  • Direct Shares

    Direct shares is taking part ownership in a company that is listed on various stock exchanges around the world. Having direct ownership in a company gives you greater transparency in the investments you hold and a sense of belonging to the companies you invest in.

    Similar to ETFs, the great thing about owning direct shares is generally they are one of the most liquid investments you can buy and sell. The turn around time of when you buy and sell shares can be as little as 2-3 days.
    Compared to managed funds, which may take a minimum of a week and could be as long as a few months before you get your money back, the liquidity aspect of direct shares is a great feature of this asset class and gives you the ability to take advantage of opportunities quickly when they arise.

    Investing in a number of direct shares aims to diversify your risk by not having all your money invested in one company. In the event that one company has a turn for the worse and the price of that company share price falls substantially, the remaining shares you invest in can act independently of each other and is the best way to reduce your overall risk when investing in direct shares.

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Holistic Investment Management in Brisbane

When it comes to investment management, there is no one-size-fits-all solution. The best investment plan for you will depend on a number of factors, including your investment goals, risk tolerance, and timeframe. Here’s what you can expect from our investment management plan:

A clear investment strategy 

Before you start investing, you need to have a clear idea of what you’re trying to achieve. Do you want to generate income? Grow your wealth? Preserve your capital? We can help you define your investment goals and develop a strategy for achieving them.


One of the most important principles of successful investing is diversification. By spreading your money across different asset classes (stocks, bonds, property, etc.), you can minimise your investment risk and maximise your chances of achieving your goals.

Regular monitoring and rebalancing 

Even after you’ve developed your perfect investment plan, it’s not set in stone. As market conditions change, your portfolio will need to be adjusted accordingly. That’s why we continuously monitor your investments and make sure they remain viable.

Expert Investment Advice for Your Goals

The investment world can be a complex and daunting place, especially for those who are new to it. With so many different options and conflicting viewpoints out there, it’s easy to feel overwhelmed, so it’s vital to acquire good financial advice. This ensures that you start on the right foot, which leads to a higher likelihood of successful outcomes. 

As qualified financial advisors, we can help you navigate the investment landscape, identify opportunities and potential risks, and make informed decisions that are right for you to help you reach your financial goals.

Benefits of Professional Investment Planning

Some people believe that they do not need professional investment planning. However, even small amounts of money can grow over time if they are invested wisely. Professional investment planning can help individuals make the most of their investments by providing advice on how to invest over their time frame and help achieve their objectives. 

As investment professionals, we also have access to resources and information that the average person does not. We can then use this to help you make well-informed investment decisions. Furthermore, we take a long-term view of the market and identify opportunities that the average person might miss. 

We can provide peace of mind by taking some of the stress out of investment decision-making. By working with a professional investment advisor, you can help ensure that your investment portfolio is well-positioned to meet your financial goals. This allows you to focus on what is important to you instead of focusing on what investments to focus on. 

Also working with us, we help you to navigate when things don’t go to plan. This is when people make their biggest mistake in investing and they try to ‘time’ the market in both directions. We are long-term investors and don’t make decisions on what happens day to day, week to week or month to month. We are here to guide you through the good and bad times, so you don’t make irrational decisions during irrational times.

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Our aim is to provide you comfort about your investment nest egg, knowing that we are here with you to help grow and protect your investments over the long term and guide you through uncertain times.

  • We make investing easier for you
    We understand investing can be complex, confusing, and sometimes even scary. At Aspiri, we operate under a discretionary management service which allows us to be more efficient in managing your investments, to give you the best possible total return. When investing, we look at what innovative and disruptive technologies are going to be bigger than what they are today, and where the trends are heading.We manage your investments in both up and down markets and will help you make informed and rational decisions, even when circumstances with the world and markets may not be clear.
  • We’re transparentYou will be kept up to date through regular communication if there are changes made to your investments and you have 24/7 viewable access to your investments.
  • We’ll create an investment plan that suits you
    At Aspiri, we understand how the financial decisions you make today will impact your financial future tomorrow. We’ll create a completely individualised financial plan for you, focusing on what’s important to you and your family, now and in the future.

Learn more about how to grow your investments with Aspiri

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