ACTIVE PORTFOLIO MANAGEMENT

You Are In Control

Wealth accumulation and successful investing is not about picking the latest investment trend.  It is about making sure your money is actively managed to get you where you want to go.  That means using investment techniques that help you grow and protect your wealth in a way that aligns with your needs now and into the future, your attitude to risk and your personal circumstances as they change.

Active Portfolio Management involves staying informed and being prepared to act as and when new opportunities present and changes occur in economic conditions.

Economic activities and developments happen across a number of areas:

  •          Domestic and Internationally
  •          Changes to Taxation Rules
  •          Changes to Legislation

At McCorp Financial Planners we build a dynamic relationship designed around you, your desired income and your defined asset allocation.  

We take a proactive approach to your portfolio. We won’t wait for your scheduled annual review to suggest changes. We monitor what is going on and you will receive regular quarterly updates from us commenting on recent events in financial markets, and additionally, we may contact you from time to time with recommendations to refine your portfolio.

With ongoing reviews of your portfolio as and when changes to market conditions occur and your personal circumstances change, we ensure your portfolio is constantly working for you.