Investment Methodology


Sydney SMSF accounting

Our investment methodology employs the important stages which are mentioned below.

  • At the beginning we are trying to find the best set of asset classes according to your requirement for the current investment environment.
  • We check all the admin fees and maintenance cost for you.
  • We Select low cost ETFs to represent each asset class
  • We analysis your financial requirement and according to that we select the best model portfolio for you.
  • We also Apply Modern Portfolio Theory to allocate among the chosen asset classes for your risk tolerance.
We do not only help in establishing your portfolio but we also help you to Monitor and periodically rebalance your portfolio.

La Verne Capital T/as SMSF PRO AFSL License Number 482 937 and ABN : 20 609 554 485