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

Redundancy

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.

COVID-19 & Investments

Redundancy

Economic Impact of COVID-19

The coronavirus has caused major volatility in the global markets. This is because markets trade on future Price/Earnings ratios, and most if not all businesses cannot reasonably estimate future earnings. Once there is some clarity on this, then markets will be less volatile. This may take some time as governments around the globe act to lessen the economic impact. It is important to understand that sound long term investing is about "time in the market" not trying to "time the market", and being "fearless when the herd is fearful".

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