What’s important to you when it comes to your money? For most of us, it’s the ability to live the life we want, without having to worry about finances.
Sound investment decisions can make all the difference to securing the lifestyle you want. Without financial training or experience and the time to commit it can be difficult to make these decisions.
That is where Segue can help. Our Active Investing service can offer you various options:
- A diverse portfolio of shares designed to generate growth and income sufficient to meet your lifestyle objectives.
- An investment program targeted at the level of risk you are happy to accept with your investments to achieve your lifestyle goals.
- A blend of lower turnover Blue Chip shares and a more diverse actively traded portfolio.
- Individually managed portfolio where you retain ownership of the shares in Managed Discretionary Account.
- 24/7 access to your investment portfolio via the internet.
- A combination of a dedicated in-house Portfolio Manager and a panel of external experts guiding the investment decisions.
- Regular Investment Bulletins to keep you informed of investment decisions made on your behalf.
At Segue, we seek to find the perfect investment solution for you, delivering the results you want while balancing any risk. Our aim is for strong, consistent returns over and above the market benchmark, with a risk profile that is lower than average.
A distinctive element of our investment service is our MDA Service. Here we manage individual’s investment portfolios on a daily basis, we daily consider whether to HOLD your investments or make change(s). We adopt a management style that reviews a portfolio every day, not quarterly or annually.
Whether you are looking to be more engaged in how to managed your investments, or planning a retirement with suitable investments or a self-managed superannuation fund, you can be confident Segue will provide the advice and expertise you need to tailor an investment portfolio that matches your requirements.