INVESTMENT ADVICE
INVESTMENT ADVICE
Our primary investment objective is to provide peace of mind through robust portfolios that prioritise capital preservation, genuine diversification and liquidity over the pursuit of outperformance through excessive risk.
Disciplined investment advice focused on building your wealth and creating confidence in an increasingly dynamic financial landscape.
Institutional Partnership
Our Investment Committee draws on sophisticated economic insights and portfolio construction expertise through our partnership with arcpoint OCIO — a leading asset consultancy led by Jacqueline Fernley and Brad Creighton.
Mercer’s global research platform further supports our investment process, providing access to over 200 research specialists and a rigorous manager review process.
This unique arrangement provides our clients with a level of portfolio management and governance that is typically reserved for private banks and family offices.
Asset Allocation
To achieve an appropriate balance between risk and return, we construct portfolios tailored to your risk tolerance, investment timeframe and financial objectives across a comprehensive suite of traditional and private asset classes, including:
- Global & Domestic Equities
- Infrastructure & Real Assets
- Private Markets & Alternative Assets
- Interest Rate Securities & Cash
Our independence allows us to combine specialist active managers, low-cost index funds and direct holdings to build the most appropriate portfolio for your circumstances.
Selection Process
Each investment considered for inclusion on our approved list undergoes a thorough review process by our Investment Committee and is continuously monitored against four key risk considerations:
- Valuations to reduce the risk of holding overpriced assets;
- Duration to actively manage interest rate exposure through economic cycles;
- Market and geopolitical risk to protect portfolios against broader systemic shocks; and
- Liquidity to ensure your capital remains accessible as required.
Alongside expected returns, we examine fund manager leadership and fee structures to ensure each strategy offers genuine value and appropriate governance.
This provides a disciplined framework for managing risk and ensuring each portfolio remains aligned with your objectives as markets and circumstances evolve.
Diversification
Concentration risk is a key consideration in wealth preservation, and multi-dimensional diversification sits at the core of how we protect and grow your capital.
By applying structured diversification, we reduce the potential impact of individual investments and market events while preserving your portfolio’s exposure to global growth opportunities.
No Conflicts
Moonah Private Wealth operates under its own Australian Financial Services Licence which allows us to provide advice without the influence of a parent company, bank or dealer group.
Our partnership with arcpoint and access to Mercer’s global research capabilities also provides sophisticated investment oversight while preserving our independence.
The result is first-class investment management with a singular focus on doing what is genuinely best for you and your family.