Ethical Investments

Environmental, Social and Governance

We recognise that there is increasing demand for ethical investments - Environmental, Social and Governance. These three central factors are used by investors and fund managers to screen investments by measuring the sustainability and societal impact of an investment in a company. WealthMaker can help you build an ethical investment portfolio in line with your risk appetite. Call us to find out more.

Asset Allocation


Asset Selection and Investment Philosophy

WealthMaker's strength is in asset allocation. Our investment strategy is based on geo/political and macro economic factors and this flow through to asset classes chosen. Australia provides income whereas overseas markets and themes provide growth.

Falling Yields


Yields For All Asset Classes

The diagram shows the historical yields of various asset classes from September 2012 to December 2020. It can be seen from the diagram that yields on all asset classes are falling, specifically there is a significant drop in yields from March 2020. WealthMaker has a range of high yielding investment products on its approved product list and can help build a well-diversified income generating portfolio for those who have retired or close to retirement.

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