World Assets provides access to expert advice in establishing an investment portfolio to meet your needs. We promote an investment process that seeks low risk (low volatility) and high relative returns, by diversifying clients' investments between four core assets of property, bonds, cash and direct shares.
A rebalancing of the portfolio when there is a more substantial change in any of the four core asset classes, and. Our portfolio management service gives you all the advantages of an investment portfolio, with a personalised service to provide investment advice, consolidated reporting and portfolio administration.
A rebalancing of the portfolio when there is a more substantial change in any of the four core asset classes, and. Our portfolio management service gives you all the advantages of an investment portfolio, with a personalised service to provide investment advice, consolidated reporting and portfolio administration.
Services
The personal needs and risk profile of the client are the key drivers of all investment decisions. Therefore, portfolios are constructed on an agreed risk profile. World Assets considers an appropriate dynamic asset mix important. Performance attribution studies show that asset allocation is the key source of returns, while stock picking adds only minor returns.
The World Assets investment process responds to the specific needs and risk profile of each client, and the strategic asset allocation model is created to reflect this. As the portfolio value grows, adjustments will be required to maintain the agreed investment model. Temporary changes in asset allocation may also be required ongoing, based on abnormal economic events/risks in order to protect client portfolios from downside risk.
World Assets subscribes to support services from Merlea Investments Pty Ltd to provide asset allocation and stock selection for investment portfolios. Merlea Investment Pty Ltd and its director, Brian Nash, have been providing advice to the financial services industry since 1993 and specialize in asset allocation and stock selection.
The 4 Investor scenarios provide figures of how franking credits are applied to dividends once your tax return is com. World Assets is aligned with our research provider Merlea Investments Pty Ltd, with regard to our investment strategies. This is particularly relevant given the current economic and share market uncertainty.
The driving passion behind the establishment of my own business, World Assets, is creating mutually rewarding relationships. I enjoy working one on one with people in lasting relationships, and being partners in wealth management over the long term is a great way of contributing positively to the lives of 'busy' successful professionals.
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