Investing wisely and tax efficiently.
Understanding what it is you are investing & saving for, and when you will need to access your funds is where the investment process begins. Are you investing for growth, or do you want to generate income? Perhaps you are looking to ensure your legacy is passed on tax efficiently.
Understanding your attitude to investment risk and your capacity for loss is one of the first, and most important steps of the investment process.
The perfect investment is the one that meets your expectations
INVESTMENT PHILOSOPHY
The Oracle Wealth five step investment process is designed to achieve your investment goals.
- Getting to Know You. Understanding the amount of risk you are prepared – or not prepared – to take is the first step of the journey.
- Asset Allocation. This is the precise division of a portfolio between different asset classes such as equities, fixed income and property. Aligning a well-diversified foundation to your goals and attitude to risk is considered the most important step.
- Portfolio Design. To maximise return potential and to minimise risk, a portfolio should also be diversified within asset classes using different asset classes and investment styles.
- Investment Manager Selection. Access to leading fund managers with consistent results, and investment houses that specialise in tracking the markets are all considered.
- Ongoing Management. Keeping investments on track through ongoing monitoring and portfolio rebalancing is also a part of the service we provide. This ensures your portfolio remains in line with your overall objectives.
We’ll do all of this in a language you’ll understand.


PERFECT INVESTMENTS

PERFECT PROTECTION

PERFECT RETIREMENT
