Multiforte - Individuals Approach

“We have absolute trust and that comes before everything. We value your professionalism and your experience.
We know that we are getting advice that’s truly objective – and there’s times
when you will tell us that the best thing is to ‘do nothing’ – we value that.” Read More

Don’t ignore risk – many investors focus on their investment returns, but don’t quantify the risks and potential losses to which they are exposed

“I feel relieved. I know I’ve got the right cover and that I’m in a position where I am unlikely to have do go through this process again. With Multiforte’s advice and management of the process, everything was very logical and straightforward. And I know I received good value for money.“ Read More

Don’t ignore risk – many investors focus on their investment returns, but don’t quantify the risks and potential losses to which they are exposed

Matthew and Anna are thrilled. They no longer pay commission on their premiums. Multiforte streamlined and increased their cover and achieved a saving of more than $3,500 this year alone. The savings will only increase over the life of their policies. Read More

You could save thousands on personal insurance – by obtaining insurance through super or using level or
split premiums

Approach

How often have you heard that the only way to increase your returns is to take on more risk? We have a different view.

We believe that, depending on your circumstances, investing in riskier assets can damage your wealth and diminish your long term income.

We want to ensure that you have the lifegreatest chance to reach your financial goals. So our approach is to provide advice that:

Is strategic, customised to your unique situation, needs and objectives
Helps minimise tax through appropriate use of structures and entities
Is carefully researched with an academic basis. We construct portfolios using realistic forward-looking views of long term investment outcomes
Accounts for uncertainty, by showing portfolio results for three different scenarios. Unlike most advisers who show a single outcome, we project outcomes for a base case, an optimistic case and a pessimistic case
Considers taxes, fees and transaction costs in any decisions
Proactively highlights any ongoing risks and opportunities.

This systematic approach is supported by our documented Investment policy & process statement. If you would like to know more, please contact us.

“Your explanation of your investment rationale was very good. We liked that you had facts to back everything up”

Rohan, Solicitor

Our 5 steps to helping you grow and protect your wealth

Our Approach