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.
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.
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 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.
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:
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.
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.
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.
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.
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 have been with Aspiri for many years and found that the advice provided has been very professional and in a courteous manner, with sound investment advice around our portfolio.”
C & L Clapper
“Since our first meeting with Aspiri more than 10 years ago, our confidence in the Aspiri team has never wavered. The expertise and the personalised advice and interaction they provide us, we feel very sure. Their advice has allowed us the luxury to pursue and now enjoy a lifestyle of our choosing. Thank you Aspiri team, you are all much appreciated.”
I & G Vayro
“I’ve been with Aspiri for 10 years after having my own self -managed Super Fund since 1988 . Since I retired 5 years ago I have drawn an annual income of over $100k and the balance of my account is what it was on retirement. They must be doing something right.”
“The Aspiri team have been looking after my financial security for eleven years. They have been extremely supportive, helping me plan my future. As a self-funded retiree, their advice gives me the reassurance that I can go onto my latter years secure in the knowledge that my finances will allow me an ongoing comfortable retirement. “
“The team at Aspiri have been informative on a regular basis and in an accessible way that allows us as busy professionals with little knowledge of the financial world to feel empowered and confident that our wealth is being well cared for.”
J & J Conn
“In the time I have been with Aspiri, I have found them to be very good at what they do – they are very efficient and reliable, able to explain financial matters in a clear and simple way as well as having empathy and understanding for my individual circumstance.”
“I have been a client of the Aspiri team for over 10 years. I can thoroughly recommend the team at Aspiri for providing financial advice for me and my family and for always providing outstanding service with passion and enthusiasm!”
“Several years ago we chose Aspiri, to manage our investments. The team are extremely personable, informed and easily contactable. They adjust portfolios in a timely way, based upon shifts in global markets and the client’s goals. We recommend the client-focused Aspiri team, with confidence.”
J & E Clancy
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