Financial Foundations

Wealth Management

An important pillar to wealth management, is formulating your asset allocation and an appropriate investment strategy.

In general, the higher the degree of risk associated with an investment, the higher the rate of return an investor would expect to receive for taking on that level of risk. This is the risk/return trade-off and is an important part of the process in selecting an appropriate asset allocation and specific investments for your portfolio.

Depending on your situation, you will have a unique set of goals influenced by factors such as your stage of life, risk appetite, investment horizon, income and capital growth requirements, estate planning and taxation needs.

With each client, we are committed to creating a tailored portfolio that provides the most effective investment outcome for you, your circumstances and your related entities.



Kerry Albress Pre Retiree

"I have been a client of Financial Foundations for over 25 years. Financial Foundations have always been very knowledgeable and reliable professionals who operate to a very high standard. Financial Foundations have always given me sound financial advice regarding my portfolio which includes my superannuation and my recent redundancy. This has enabled me to feel comfortable about my future and my retirement. At all times Financial Foundations have listened and responded to my questions promptly and will happily go out of their way to deliver great client satisfaction. I would recommend Financial Foundations to family and friends for any financial advice."