Wealth Accumulation Strategy
Managed Funds for Wealth Accumulation and Investment Strategies
Are you frustrated with the performance of your current investment portfolio? Do you feel like you're receiving subpar returns or not getting the level of advice and service you deserve? If you have a diverse mix of investments but lack a cohesive strategy, it may be time to reassess your approach with the help of experienced professionals.
Is Your Asset Allocation Aligned with Your Risk Profile?
Understanding your investor profile whether you're conservative, balanced, or growth-oriented is critical to building an investment strategy that supports your long-term goals. It’s not just about what you invest in, but how well your portfolio is positioned for changing markets.
Are Your Investments Actively Managed?
Passive strategies often leave investors vulnerable to market shifts. Actively managed funds, on the other hand, offer a dynamic approach that can adapt to new opportunities and risks.
Why Choose Managed Funds?
Managed funds offer a flexible, and diversified way to build wealth through professional investment management. Key benefits include:
Professional Management: Your investments are actively managed by qualified fund managers who make informed decisions on your behalf.
Flexibility Contributions: There’s no minimum amount to invest, allowing you to contribute as much or as little as you like.
Broad Diversification: Managed funds offer exposure to local and global assets including shares, bonds, and property, reducing risk through diversification.
Ethical Investment Options: You can choose ethical funds that avoid investing in certain industries, aligning your portfolio with your values.
Liquidity and Flexibility: Depending on the fund, your money can be withdrawn at any time, offering flexibility.
Tax Efficiency: Portfolio Investment Entities (PIEs) offer significant tax benefits, improving the after-tax return on your investments.
Broad Diversification: Managed funds offer exposure to local and global assets including shares, bonds, and property, reducing risk through diversification.
Ethical Investment Options: You can choose ethical funds that avoid investing in certain industries, aligning your portfolio with your values.
Liquidity and Flexibility: Depending on the fund, your money can be withdrawn at any time, offering flexibility.
Tax Efficiency: Portfolio Investment Entities (PIEs) offer significant tax benefits, improving the after-tax return on your investments.
Our Clients Invest Differently
At Succession First, we specialise in designing independent, opportunity-focused investment strategies for discerning investors. Our approach goes beyond basic asset allocation we build portfolios that are strategically positioned to perform across economic cycles and tailored to your risk tolerance, liquidity needs, and long-term vision.
Who We Work With?
We work with individuals and families who have $1M+ in net liquid assets, and who are seeking private, independent, and aligned guidance. Our clients are professionals, business owners, and retirees who value independence, deep expertise, and strategic thinking.
We are your Private Wealth Architects and Capital Preservation Partners focused on growing and protecting your wealth with purpose.
We are your Private Wealth Architects and Capital Preservation Partners focused on growing and protecting your wealth with purpose.
Why Work with Succession First?
Whether you're investing for retirement, building generational wealth, or looking to align your portfolio with your values, our experienced financial advisers are here to help. We provide personalised investment solutions that reflect who you are and where you want to go.
Start Building a Portfolio That Works in Any Environment. Take the first step toward securing your financial future – contact us today to create a plan tailored to your needs!
Providers we work with:
