Investment Advice

Updated on 3rd February'2014

  • Have you looked at the spread (diversification) of your portfolio?
  • Do you know if it's structured to deliver returns consistent with your goals?
  • Do you know how your investments are made?
  • Could your circumstances improve with advice from an experienced qualified professional?
  • Would you prefer advice that's truly relevant to your circumstances & available whenever you need it?

Expect the best advice from a professional with genuine understanding of you.

  • Direct ownership of the assets; gives you greater control
  • Investment as an individual;
  • Liquid & portable
  • Suits whichever investment entity you may have

Expect the best advice from a professional with genuine understanding of you.

The success of your financial planning depends on effective communication between you and your adviser. The better they understand your circumstances & aspirations the easier it will be to manage your wealth to those ends. I created Aquarius to be flexible & foster a level of comfort & familiarity between me & my clients for these reasons.

I can provide the most valuable advice to my clients with a clear understanding of:

  • Your current personal & financial circumstances
  • Any factors that may require attention, to plan ahead & avoid possible future consequences
  • Your personal risk profile & your specific risk tolerance
  • Your long & short term financial goals

I offer a complete management service for your personal wealth with clear & objective advice

If you wish to improve the performance of your existing portfolio or need to adjust your finances to suit changing circumstances I can offer suitable recommendations.

This includes an explanation of relevant investment structures, effective asset allocation & any other advice you require. The advice I give you is the result of careful analysis, backed by experience & enhanced with the knowledge I gain through access to relevant high quality research.

If you would like to know more about me, my services & Aquarius please feel free to contact me for a confidential chat.

Contact Me

M:  0430 47 27 18
E:  david.moses@aquariuspwm.com.au
W:  www.aquariuspwm.com.au

Postal address in WA
PO Box 2086 Ellenbrook WA 6069

 

Postal address in NSW
PO Box 59 Forestville NSW 2087