Investment Strategy


It’s never too early to start planning for the future. Make the most of what you’ve got with a tailored investment strategy

At Wealthone, we take into account your financial goals, lifestyle requirements and risk preference, developing a strategy to suit your needs. Whether it’s short, medium or long term, an easy to follow budget, or a complex investment portfolio, we ensure your investment strategies are properly positioned for your goals. We also consider taxation effectiveness and current market condition.


Understanding Asset Classes

There are five different asset classes you can invest your money in: cash, fixed interest, property, Australian shares and international shares. Each has its own level of risk and potential return.



Diversification is the key to any investment strategy. That’s because each asset class performs differently over time. So by diversifying, you reduce your overall risks and encourage more consistent returns. Investing in managed funds can be a great way to diversify your capital across different asset classes, as well as within asset classes.


Risks vs Return

All investments have a risk and return relationship. Higher returns are usually associated with higher risks, and lower returns with lower risk.

At Wealthone we want to ensure you’re adopting the level of risk you’re comfortable with. That’s why, when we’re developing your investment strategy, we work with you to determine the:

  • Level of risk you’re prepared to take
  • Return you’re willing to accept

To start investing and put your money to work, contact us Today.