How to Build a Diversified Portfolio
Don’t put all of your eggs in one basket. It sounds so cliche’ these days, but the importance of diversification cannot be overstated. So what does it mean to diversify your investment portfolio? A diversified portfolio is one with investments in different assets classes – for example, shares, real estate, and bonds. It will also […]
Best Boutique Wineries in Victoria
We love to get out and explore regional Victoria in our down time. There’s so many stunning areas to choose from, but we find we’re often sharing stories with client about the best boutique wineries for a day trip. So whether you are retired with some extra time on your hands or looking for a […]
2019 – Client Referral Prize Draw
2019 – Client Referral Prize Draw Some exciting news for our clients – we’re re-launching a promotion for our existing clients to reward them for referring friends and family members. We’d love the opportunity to assist the people they know to reach their own financial goals! Leeuwin Estate Art Series – 2016 Sauvignon Blanc, 2016 […]
