We undertake regular reviews to stay informed about investment portfolios and managers’ capabilities.

We maintain regular communications to check if the portfolio is being managed in accordance with established guidelines and to discuss performance results.


We refer to third party research to ensure that they stay true to label and their philosophy and processes have not changed.


Managers are evaluated using long term track record rather than short term performance. Managers are reviewed when there is a personnel change or event which will have an impact on the fund’s ability to achieve it’s objective.


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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