Better Investing

NOTE: The following no obligation asset allocation review is only available to wholesale investors, i.e. those investors who have the capacity to invest $500,000, or more.

THE RUSHTON STRATEGIC ASSET ALLOCATION REVIEW – WHAT YOU GET

The review consists of:

Private Meeting

A 60-minute private meeting with Glenn Rushton, an Executive Director of Rushton Financial Services, will include:

  • detailed consideration of your existing portfolio and identification of key risks;
  • whether you are currently receiving an adequate return to compensate you for the risks being taken;
  • the probability of your existing portfolio achieving your return objectives;
  • how the existing portfolio might be improved to make it more efficient, by increasing returns, or reducing risk, or both;
  • how to make your portfolio more robust to a range of unknown future economic outcomes; and
  • answers to your concerns and questions regarding your asset allocation.

Comprehensive Written Report

After the private meeting, a personalised and comprehensive written strategic asset allocation report will be prepared for you, which will provide:

  • an analysis of the returns of a wide range of asset classes, both historical and projected, including important information to assist with your strategic asset allocation choices;
  • a detailed analysis of the strengths and weaknesses of your existing portfolio, including how this portfolio is likely to perform in a range of scenarios and economic conditions;
  • how the existing portfolio compares to a range of efficient portfolios;
  • examples of how some of the world’s most sophisticated investors have chosen to construct their portfolios; and how these choices have led to superior performance;
  • how to maximise returns and minimise risk by combining numerous sources of return into a portfolio, whilst remaining mindful of volatility and asset class correlations; and
  • recommendations to reduce risk, improve returns and subsequently improve the efficiency and risk-adjusted returns of your portfolio.

Book now, to secure your spot

To book your free asset allocation review, please follow these easy steps and then click Submit. A confirmation email will immediately be sent to you.

NOTE: If you cannot attend a meeting at our head office at Stretton, you may select a phone meeting after selecting the date and time. If you cannot find a suitable time and date, please complete the Unable to find a suitable time and date? section below, and one of our staff will contact you as soon as possible to arrange a mutually convenient appointment time and date.

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Unable to find a suitable time, date, and location?

Please enter your details below, and we’ll contact you as soon as possible to organise a meeting that’s suitable for you.





Personalised For You

A 60-minute private meeting with Glenn Rushton, Executive Director of Rushton Financial Services, to discuss your asset allocation.

Book now, to secure your spot

To book your free asset allocation review, please follow the booking steps on this page.

If you would like to discuss an alternative time, please call us on 1300 791 882.