Investment Advice

Accompli Wealth can provide you with proactive, ongoing investment advice that is appropriate for your situation and objectives and considers the prevailing economic environment. Our risk profiling process will determine a suitable range of allocations to the various asset classes (including Australian shares, international shares, fixed interest, property and cash) to provide you with a diversified investment portfolio.

We will then recommend specific listed securities (a broad asset class covering Australian shares, international shares, listed investment companies, exchange-traded funds, property trusts, stapled securities and income securities) and managed investments that meet your requirements (term deposits and cash funds may also be included).

Accompli closely follows the Australian and international financial markets and has access to a wide range of information and research reports from various share brokers and financial institutions. Research reports available on request to you cover from micro capitalisation companies right up to the largest capitalisation Australian and global companies.

We will manage the international shares allocation of your investment portfolio via direct investments in international shares and through managed investments and exchange-traded funds that, in turn, invest in international shares. It is important to note that we are not licenced to provide investment advice regarding trading in cryptocurrencies.

As well as employing fundamental research and valuation methodologies, we also use technical analysis (also known as charting) techniques, which can be useful both as tools to identify buy and sell triggers and as risk management instruments.