Call (02) 9233 1111
Call (02) 9233 1111

WealthMaker Financial Services

Simple and effective wealth creation and management.


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Wealthmaker Investments

Interest Rates v Asset Prices

Redundancy

Deflationary v Stagflationary

The graph shows the trend of interest rates and asset prices over the last 30 years and what may happen in the future.

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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.

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.

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