Investment Management

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Done well, investment management should consider:

• Your goals and timeframe – what you want to achieve and by when
• Your risk tolerance – how much risk you are prepared to tolerate when investing
• Asset allocation – the mix of investments that should be used for you across the different asset classes 
• Investment selection – buying and selling each investment within the asset allocation based on research and analysis 
• And a host of other factors including tax management and performance monitoring. 

Why is investment management important?

Investment management is an important part of your financial planning because it allows your money to grow over time, potentially outpacing inflation and increasing your wealth. Unlike savings accounts, which offer limited returns, investments can provide higher returns through capital gains, dividends, and interest.

Investment management should also consider your superannuation or self-managed superannuation fund as a part of your total financial planning. Superannuation though is not accessible until you reach retirement age, so it’s important you take a considered approach to your short and medium-term goals when using super.

Properly managed investments can help you achieve financial goals such as funding education for children, building an investment portfolio, enjoying a comfortable retirement or being able to fund aged care confidently.

How can we help?

We specialise in investment management. We provide personal financial planning advice tailored to your specific situation. We also provide investment strategies to help you make the most of your money with consideration to your goals and risk profile. 

• We provide personalised advice tailored to your unique financial situation, helping you choose the right investment strategies to help you manage and grow wealth.
• Our financial adviser holds certifications from recognised institutions such as Universities, the Financial Advisers Association of Australia and the SMSF Association, which ensures you can seek expert guidance with confidence. 
• We also offer regular reviews of your investment portfolio to adapt to any changes in your financial goals, market conditions, new investment opportunities or new legislative requirements which often arise. 

At EKB Financial Advisers, we pride ourselves on helping our clients make informed decisions. 

Testimonials

"Dale is the best financial planner I have worked with to develop a plan, or have discussed an ad hoc complex financial issue with, no contest! I have a Graduate Diploma in Applied Finance and Investment, so I have a fair idea of what is good when I see it. I first met Dale in 2018 when he was with a large super fund advisory, he reviewed our situation and provided several very important insights and suggestions that we moved forward with, and have stood the test of time. He then developed a formal plan for us in 2021 while still at that firm, and then again recently, at his own company. We very much look forward to working with him again in future years. I highly recommend him to you."

- J, St Kilda, VIC

Make an appointment 

We invite you to make an appointment with us if you need assistance with managing your investments. Call us on (03) 99692230 to make an appointment. We are able to take your call during business hours. Alternatively reach out to us on our website contact form, and we’ll call you back to arrange a time to meet. 

By understanding and managing your investments effectively, you can ensure a more secure, certain and reliable outcome in line with your objectives and risk profile.