Investment and Wealth Management
Whether you are keen to invest in property or Shares, we have the team of Investment Professionals and resources to help you achieve your investment objectives.
At Thomson Wealth, we will help you build wealth and one way to do it is via professionally managed investment portfolios. Independent investment advice will always be at the heart of what we do, and as a result, we have chosen not to be vertically integrated with an investment manager and we do not charge a percentage of funds under management. When building wealth via superannuation, we work with a range of public sector funds, industry funds, SMSF and retail super funds.
Retail super funds provide more investment choices and are not necessarily more expensive.
When it comes to building wealth outside super, whether it's a personally held portfolio or a family trust, we have a clear approach. We prefer to invest via Separately Managed Accounts (SMAs), ETFs, and managed funds. This strategy allows us to diversify your investments and manage risk effectively, ensuring that your wealth grows steadily over time.
Our investment philosophy describes the beliefs and framework we use to create your investment strategy. It is based on both analytical research and our individual experiences.
Examples of Client Investment Goals
Invest a cash lump sum from the sale of property, compensation claim, redundancy or inheritance;
Helped people grow long-term wealth via a diversified transparent share portfolio, investing on a monthly basis;
Draw equity held against a home via a gearing strategy for tax-effective investing;
Invest retirement savings held in superannuation;
Setting up a portfolio to fund children’s future education needs;
Invest in a property at the coast which will one day convert into a retirement home; and
Purchased annuities for retirement income security.
If you have a goal to invest in property, we will provide financial advice as to how property, as an asset class, impacts your overall financial and retirement goals. We will collaborate with a mortgage broker and introduce you to trusted property advisers.
If you’re keen to invest in shares, we use professionally managed portfolios, EFTs, and Managed Funds, which include portfolio advice, establishment, and ongoing portfolio management via our ongoing review services.
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Our approach to investing
Understand your goals, your investment preferences, and the investment returns you need.
Educate you on key investment concepts and the importance of diversification.
Select a suitable investment risk appetite.
Select the right ownership structure based on your taxation and wealth protection preferences.
We may provide a strategy meeting to present financial modelling to help you make key investment decisions.
Provide ongoing investment portfolio management and track performance via our ongoing review services.
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Investment options
We have hundreds of different investment options with varying investment philosophies, managers, diversification and index and active management. Ethical investmet options too.
Our aim is to ensure you feel comfortable with how your money is invested, which often includes education and being available via phone and email anytime (during business hours) to answer any questions you have about your investments.
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Our Investment Philosophy
Our investment philosophy describes the beliefs and framework that we use to create your investment strategy. It is based on both analytical research and our individual experiences.
At Thomson Wealth, we will help you build wealth and one way to do it is via professionally managed investment portfolios. Independent investment advice will always be at the heart of what we do, and as a result, we have chosen not to be vertically integrated with an investment manager and we do not charge a percentage of funds under management.
How you’ll feel
Confident and financially organised with peace of mind about your financial future, even if life throws you a curveball.
