Unley, SA
Our investment approach is suitable for patient longer term investors who are accepting of market volatility through the comfort of understanding what they own. We are defensive by nature and believe in minimising costs, as well as keeping things simple and transparent.
In our initial consultation we shall aim to understand your overall financial portfolio, and potential financial objectives. This will help inform our professional advice in facilitating achievement of your goals. Gaining a full picture of your circumstances will help us ensure a smooth and efficient consult.
Things to bring to our first meeting:
- Personal Identifications, e.g. Driver’s license or Passport
- Latest tax return or payslip
- Latest Superannuation statement, including self-managed super funds
- Policy Schedules of current Insurances
- Summary of current personal assets (e.g. car, home, investment assets)
- Summary of current liabilities (e.g. mortgage, loans, credit card debts)
Our Services
Financial Services
Retirement and personal investment advice, with specialist expertise in constructing and managing investment portfolios; comprising of ASX listed shares, Exchange Traded Funds (ETFs) and Listed Investment Companies (LIC’s).
Our Adviser
George Apostolakos
Senior Adviser
About
Providing private clients with retirement and investment advice since 1999.
Qualification
George is a Practitioner Member of the Association of Financial Advisers and holds a Diploma of Financial Planning from the Securities Institute.