At Perks we have a disciplined approach to investment management and we measure our success through maximising your wealth.

Our investment methodology is to assist you to maximise your wealth while adhering to three important principles:

  • Minimising risk
  • Optimising returns
  • Minimising fees and taxes

We minimise risk by using portfolio construction guidelines which focus on diversification (asset classes, market sectors, fund managers and companies), the use of staged investing (averaging into the market over time) and active market monitoring.

Our Perks Wealth Management team has a disciplined approach to investment management.

The following guidelines generally apply to our portfolios:

  • No single direct shareholding is to comprise more than 5% of any portfolio
  • No one managed fund is to comprise more than 10% of any portfolio
  • No one fund manager is to comprise more than 15% of any portfolio

We optimise return performance by client-focused strategic asset allocation, considered and tailored portfolio construction, thoroughly researched manager and security selection and active rebalancing of the investment portfolio. This is all considered in your personal goals, and short, medium and long-term objectives.

We minimise fees and taxes by using the appropriate investment structure, using ‘direct’ investing where appropriate, using ‘wholesale’ managed funds, adopting a ‘buy’ and ‘hold’ approach and targeting imputation credits where suitable.

Successful investment management has always been based on our Perks Wealth Management core philosophy and beliefs:

  • Preservation of capital is paramount
  • Risk and return are related
  • Returns will revert to long term averages
  • Investing is for the long term
  • Diversification reduces risk
  • Monitoring is important and market returns matter
  • Fees and taxes matter

Disclaimer: Any financial product advice is provided by Perks Wealth Management Pty Ltd (AFSL No. 236551) (“PWM”). The information provided is general in nature and is not personal financial product advice. The information provided has been prepared without taking into account your objectives, financial situation or needs and because of this you should, before acting on it, consider the appropriateness of it having regard to your objectives, financial situation and needs. You should carefully read and consider any product disclosure statement that is relevant to any financial product that has been discussed before making any decision about whether to acquire the financial product. Please refer to PWM’s FSG for contact information and information about remuneration and associations with product issuers.

 

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