Investment Advice and Portfolio Management

We firmly believe asset allocation is one of, if not the key driver, to achieving long-term wealth creation and capital security. 

Our team are passionate about building client portfolios that are well positioned for the future; whilst anticipating current market conditions and trends. We also aim to drive tax effective outcomes specifically designed to meet our client’s personal needs and objectives.

Simply put, our investment philosophy is:

Quality – not quantity

Our research mandate is to be flexible and seek out the best investment opportunities in equity, property and fixed interest markets. We seek out businesses with little or no debt, high rates of Return on Equity and sustainable competitive advantages. We take into consideration each clients personal preferences and objectives, and work to provide a portfolio perfectly tailored to your needs.

Valuation matters

Intrinsic value of the business relevant to its trading price, not relevant to the market generally and or its peers. We simply aim to seek out and value the best quality stocks, and buy them when their share price is below their assessed value.

Diversification

We prioritise diversification amongst asset class, industry sector and market capitalisation. Through diversifying exposure across these investment spheres we aim to get the best out of the ‘risk/return relationship’ – seeking to manage our client’s portfolio risk and volatility risk whilst maintaining positive return potential.

Time – or more accurately, timing

We will never subscribe to the old adage of ‘set and forget’ - our experts will work hard to keep your portfolio at its peak potential. We aim to take a proactive approach to ‘timing’ asset allocation and investment trading decisions based on current and forecast economic and financial market conditions. 

Simplicity & Liquidity

Our approach with investments products is to favour the simple and liquid over the complex and structured. Timely access to your money, should it be required, is paramount!

To find out more about how we can make your money do more, please contact us or call our Client Services team on 1300 CYGNET

Financial Advice:

Disclosure : While every care has been taken in the preparation of this information, Cygnet Financial Pty Limited (ABN 38 631 180 222) (AFSL 514528) and Cygnet Advisory Pty Limited (ABN 87 147 936 196) and Cygnet Accounting Pty Limited (ABN 33 605 660 857) makes no representation or warranty as to the accuracy or completeness of any statement in it including, without limitation, any forecasts. Past performance is not a reliable indicator of future performance. This site contains general information and does not take into account your objectives, financial situation or needs. Before making any financial investment decision, a person should seek professional advice.  The information provided is correct at the time of its creation and may not be up to date; please contact Cygnet Financial Pty Limited for the most up to date information.