Why Our In-House Investment Team Makes All the Difference
At The Wealth Designers (TWD), we pride ourselves on delivering exceptional financial advice, and we know that real expertise comes from specialisation.
We don’t believe in a ‘jack-of-all-trades’ approach, that’s why we created our in-house investment team, TWD Invest. This isn’t just an extra service – it’s a game-changer that allows us to provide you with the kind of specialised advice that really makes a difference.
Here’s what sets us apart:
Expert Support for Our Advisers
Our investment specialists are truly dedicated to their craft. By focusing on understanding and analysing the markets, they free up our advisers to spend more time with you. This means our advisers can concentrate on understanding your goals and helping you navigate your financial journey, while our investment team handles the complexities of the market.
Tailored Investment Strategies
We know that no two clients are the same. That’s why we take the time to create investment strategies that are tailored specifically to your needs and risk tolerance. Our team stays on top of market trends, ensuring that your investments are well-suited to the current economic environment. This personalised approach helps us align your portfolio with your unique financial goals.
Deep Market Analysis
The investment landscape is always evolving, with new opportunities constantly emerging. Our dedicated team is there to dig deep, conducting thorough research and due diligence to select investments that are right for you. They don’t just skim the surface; they get into the details to ensure that your investments are sound, well-considered and align with your financial goals.
Exclusive Investment Opportunities
The dedicated TWD Invest team focuses on uncovering investment opportunities only available exclusively to wholesale and family office clients. These differentiated offerings provide strong potential returns while enhancing portfolio diversification, offering our clients access to investments that might not be widely available.
Responsible Investing
We know that financial returns are only part of the picture. Many of our clients care deeply about where their money goes and want their investments to reflect their values. Our investment team is committed to responsible investing, offering options that focus on sustainability and impact. We provide specific investment choices that exclude sectors or companies that may not align with our clients’ ethical preferences.
A Holistic Approach
Our investment team doesn’t work in isolation. They collaborate closely with top external consultants and asset managers to bring you a well-rounded perspective. We also use the latest investment technologies, like Separately Managed Accounts (SMAs), to help maximise your returns. This integrated approach ensures that you’re getting comprehensive, expert advice every step of the way.
At TWD, our in-house investment team is here to make sure you’re on the best possible path, offering you specialised advice and dedicated support that you can count on.
Learn more about TWD Invest: https://twd.com.au/our-in-house-investor-team/