To provide our clients with above-market returns over time whilst effectively minimising downside exposure through the vigilant construction of investment portfolios that best meet our clients’ investment goals.

At WealthMarc, we pride ourselves on our investment and portfolio construction philosophy. With over 24 years of combined experience in the financial services industry, one of our core strengths is our ability to construct investment portfolios for our clients to suit their investment objectives whilst effectively managing volatility.

We believe in making your money work for you, rather than you always having to work for your money. Whether you are looking to get started or already have a substantial investment portfolio, we can provide guidance on optimising it.

Investment terminology

Asset classes:

• Shares/Equities – A share represents ownership in a company.  Public companies trade through a central exchange. Examples include the Australian Securities Exchange (ASX) & New York Stock Exchange (NYSE).

• Property – Real estate that can be either residential or commercial

• Bonds/Fixed Interest – A contractual agreement to lend money to a government or company in return for interest and the return of the amount lent (principal) at maturity

• Cash – Funds available at call that usually earn interest

• Options – A type of derivative that was initially designed to provide a hedge against the downside risk of shares

• Futures – A type of derivative providing exposure to many markets (e.g. commodities, shares, FOREX, livestock) worldwide.