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ROBUST INVESTMENT PROCESS

Our investment team and partners, screened by our Chief Investment Officer, has established a robust investment process designed to optimise the achievement of your long-term investment objectives.
CREATING PORTFOLIO SOLUTIONS
Investment Philosophy
Stock Market Quotes

SHARE MARKETS WORK

SHARE MARKETS 
WORK

They provide an emotionless exchange where companies can raise capital and investors can buy and sell existing businesses. The share market is a very important component to our investment advice strategy.

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PRODUCTIVE ENTERPRISE IS KEY.

Companies reward investors with their share of the sales and profits of its underlying productive enterprise. Continual progress made through innovation and technology, as well as the productivity, ambition and human endeavour, is what underpins share markets. Share markets ultimately reflect the human capital of a nation.

PRODUCTIVE ENTERPRISE IS KEY
Company Conference Room

Over the long term, by increasing prices, reducing costs and creating new products or services, profitable companies usually manage to increase their earnings faster than inflation. And from these growing earnings, many pay increasing dividends to shareholders.

COMPANY EARNINGS GROWTH FASTER THEN INFLATION.

COMPANY EARNINGS GROW
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DISIPLAINE IS KEY. PERIOD.

Ignoring the noise, not overacting to inevitable short-term market movements and importantly, not being placed in a position where you have to exit, is crucial to investment success. Staying true to your investment advice strategy helps avoid the mistakes many investors suffer when letting their emotions take control.

DISIPLINE KEY
DISIPLINE KEY
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EXECUTION MATTERS

EXECUTION MATTERS

Investment switches and rebalances should not be predicated on when you’re able to see us or how long it takes to return paperwork. Markets are dynamic and can change quickly. Ensuring we have the correct structures and systems in place to efficiently implement change promotes succinct alignment of client portfolios to our current views and investment advice.

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CONTINUAL ANALYSIS

CONTINUAL ALALYSIS

Continual analysis and constant monitoring of portfolios to ensure underlying holdings or asset class exposures stay within set and agreed investment parameters.

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Who you partner with matters

We'll bring in our team of experts to assist you unlock debt and equity across your portfolio. Choose the institution that right for you.

You'll receive a tailored plan, that fits in with your wealth management strategy that keeps all your finances moving to reach your future vision.

Find out how we can help you reach your goals.

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Fill out the form below or call 1300 13 59 53 to speak with concierge.

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Do Environmental, Social and Governance (ESG) factors influence stock prices?

Learn more, from our investment partners at Russell Investments.

Read More
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Learn more, from our investment partners at Russell Investments.

Read More
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When you’re navigating uncharted territory, you need a trusted expert. One who has the knowledge and capabilities to steer you through.

Andre Dirckze

Chief Investment officer
WE Private's services are available to selected clients only at WE private discretion.

This information is provided by WE Private, a division of Wealth Effect Group ABN 18 697 023 795, AFSL 225738 (Boston Reed ABN 89 091 004 885). It does not take into account your objectives, financial situation or needs. You should consider whether its suitable for you and your personal circumstances.

 
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