The lower investment costs, the more investors keep their returns and the greater their chance of achieving investment success. Index funds generally have lower portfolio turnover as they tend to ‘buy and hold’ securities for longer periods to track the index. Investors cannot control the markets but they can control costs. We adopt a core-satellite approach to help control the overall investment costs


I am grateful for his care and professionalism. Knowing that my superannuation and investment portfolio is continually under
his watchful eye has removed the stress and allowed me get on with work and life, which is worth a great deal to me.

Debbie. S Dee Why

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