Wealth management

The need for quality financial advice has never been greater.

Moore Stephens Melbourne is well placed to provide you with integrated financial planning and wealth management services that will help you meet your goals and objectives. Whether you are a private investor, a prospective retiree, a higher net worth individual or a corporate looking for a corporate superfund, we have the advisers and services to match your needs.

Holding our own Australian Financial Services license means that we are not tied to a particular product or provider, this allows us to provide you with unbiased advice over a variety of different products, platforms and investments.

Our process is broken down into two key components

Advice and Strategy

Including:

• Superannuation and Retirement Planning;
• Wealth Accumulation; and
• Asset Protection, Insurance and Estate Planning

Our key strength is the ability to integrate financial planning with taxation and accounting expertise. This ensures that you receive the right strategy, in the right structure delivered by the one firm.

Investment Management and Advice

• Risk Profiling and Asset Allocation;
• Portfolio Construction and Investment; and
• Reporting, Benchmarking and Ongoing Administration

94% of investment returns are generated from asset allocation with only 6% attributable to stock selection and market timing. We focus on getting the allocation and risk parameters right then utilise asset class investing to deliver market like returns that minimise costs and taxation. We do this through an investment process know as Asset Class Investing.

To learn more about this investment process see the article below

http://moorestephensresources.com.au/articles/155/1/The-road-to-smarter-investments/Page1.html