Investment Advice
Whether you are building wealth for the future, generating income in retirement, or looking to make the most of a lump sum, having a clear investment strategy is essential. Without one, you risk making emotional decisions, chasing returns, or taking on more risk than you realise.
What We Do
Great Advice provides tailored investment advice that aligns with your goals, your risk tolerance, and your time horizon. We do not believe in set-and-forget — we build a strategy, implement it, and then review and adjust as your life evolves.
Our investment advice covers:
- Portfolio construction — building a diversified portfolio across asset classes (shares, fixed income, property, alternatives, cash) that reflects your objectives
- Risk profiling — understanding your tolerance for market volatility and designing a portfolio you can stick with through market cycles
- Retirement income strategies — structuring your investments to generate reliable income in retirement while preserving capital
- Managed funds and ETFs — selecting high-quality, cost-effective investment vehicles
- Direct shares — advice on share portfolios for clients who want more hands-on involvement
- Tax-effective investing — strategies to minimise capital gains tax, utilise franking credits, and structure investments efficiently
- Ongoing portfolio reviews — regular reviews to rebalance, assess performance, and adjust for changing market conditions or personal circumstances
Why Great Advice
We are an independent advisory practice with no ties to any fund manager or product provider. We select investments based on quality, cost, and suitability — not because they pay us a commission or belong to our corporate parent.
Our clients value our straightforward approach. We explain what we are investing in, why, and what to expect — in plain English.
Frequently Asked Questions
How much do I need to start investing?
There is no minimum amount required to seek investment advice. Whether you have $50,000 or $5 million, we can help you develop a strategy that makes sense for your situation. The most important step is starting with a plan.
What is diversification and why does it matter?
Diversification means spreading your investments across different asset classes, sectors, and regions so that a downturn in one area does not devastate your entire portfolio. It is one of the most effective ways to manage risk without sacrificing long-term returns.
How often should I review my investments?
We recommend a formal review at least annually, or whenever there is a significant change in your personal circumstances (retirement, inheritance, health event, property sale). We also monitor portfolios between reviews and will contact you if action is needed.
What fees will I pay on my investments?
Investment fees vary depending on the products used. We are transparent about all fees — our advice fees, fund management fees, and platform fees — so you always know what you are paying and why. We aim to keep total costs low without compromising quality.
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At Great Advice, it’s not all about giving you offers and products but presenting you meaningful suggestions that may impact your chances of achieving the outcomes important to you. That is Great Advice!
