Direct investment philosophy

At Greenfield Private Wealth we prefer to invest directly into assets such as ASX listed securities, real estate and interest bearing securities rather than managed fund structures.

This direct management approach enables us to construct portfolios that are designed to meet specific objectives whilst at the same time providing flexibility and control, as well as being more cost effective.

Our clients’ investments are held in individually managed accounts. This structure together with our direct investment philosophy, enables access to an optimal investment management service with strategies that have been tested and adapted over a 20 year history to cope with the rise and fall in financial markets.

Portfolios designed to achieve results

At Greenfield Private Wealth we have honed our approach to portfolio design resulting in investment performance that consistently outperforms the industry average.

We design strategies that are based on a thorough understanding of circumstances, risk profile, attitudes and objectives. We then explain the level of risk to ensure our clients are comfortable with the strategy adopted.

A risk/return trade off – that is, the higher the return the greater the risk is often used as a rule of thumb. We agree that within the same asset class this is usually true, however the achievement of attractive rates of return does not always need to entail high risk. A properly constructed portfolio of diversified assets underpinned by reliable income and sound fundamentals can return comparatively high rates of return at relatively low risk.

To optimise performance, we adjust and rebalance clients’ portfolios when required and we provide advice in a timely and continuous manner. Our advisors monitor clients’ portfolios and their market position on an ongoing basis and provide advice relative to legislative change, market conditions and changes in personal circumstances.

Independent research

To ensure our clients have access to high grade investment opportunities across a range of asset classes, we source quality independent research from a number of credible research houses.

The asset allocation in a client’s investment portfolio will differ depending on personal objectives. Our advisors apply further qualitative and quantitative valuation analysis before presenting an investment recommendation.

Results that speak for themselves

While each portfolio will perform differently, the performance of the average Greenfield Private Wealth portfolio provides a benchmark for investment performance across our client portfolios. We publish these performance results on a quarterly basis.

Our results show that client portfolios continue to perform well in a variety of market conditions over both the short and long term. We attribute this strong performance to our direct investment process and active portfolio management.