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The chart below shows the
risk-reward trade-off for two investment portfolios
labeled A and B. They both have a selection of
the following ten asset classes but Portfolio
A is clearly superior to Portfolio B because it
has a higher expected return and a lower expected
risk. Is your portfolio more like A or B?
If you're not
sure, or your current adviser doesn't know, it
might be worth talking to us. Wren Investment
Advisers is a Melbourne-based firm that specialises
in investment advice, superannuation and financial
planning. We hold Australian Financial Services
Licence No.247124 and have been operating since
May 1999.
We can provide you with quality fee-based advice
in the following areas:
wealth creation strategies,
superannuation,
redundancy and rollovers,
portfolio reviews,
advice on the share market,
residential property,
ethical investments,
social security, and
retirement planning.
Whether you need a full financial plan, a portfolio
review or just answers to some specific questions,
we’re happy to listen to your needs.
To request more information about our services,
please call us
or email info@wrenadvisers.com.au.
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