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Choosing
the right investments to meet your needs is a very important part
of your wealth plan. Your investment choices are wide and growing
all the time. Some investments are quite simple to understand,
while others are more complex.
Helping
people understand their choices and the features and benefits of
different approaches is part of our service.
Our
aim is to work with you so that decisions are consistent with your
agreed needs, goals and objectives and, with which you feel
comfortable.
We
understand that your ideas and goals with investing your hard
earned money may be different to the next person. We don't believe
in a "one size fits all" approach. That's why the
Pentad Group provides a comprehensive range of services to
meet your own individual investment needs. Our investment
recommendations consider a variety of factors, including your
assessed risk tolerance, past experiences, short-term and long-term
financial requirements and current and anticipated economic and
investment conditions.
The
Pentad Group offers different ways of meeting client needs.
Those requiring personally tailored investment portfolios
considering direct investments such as shares, as well as access to
a wide range of managed funds are serviced through our Platinum
and Gold Services Packages.
In
order to avoid any conflict of interest, the Pentad Group does not
develop its own investment products. Independently owned and
without any institutional shareholding or control, we are not
obliged to show preference to any particular range of investment
products. Our managed fund product recommendations are selected
from a list of both recognised and emerging boutique fund managers,
and our recommendations must meet with out stringent 'bets of
breed' criteria.
Those
Platinum and Gold Service Package clients who prefer direct
ownership of listed securities can be introduced to a
Melbourne-based broker specialising in local securities (e.g.
Intersuisse Limited) or to one specialising in overseas
securities.
As
well as mainstream products, Pentad review and consider
alternative opportunities such as absolute returns style funds and
property syndicates. Regular contact is maintained with a
number of fund managers, including: Macquarie, Investors Mutual,
Platinum, UBS, Deutsche, Perpetuals, EQT, HFA, Barclays, Goldman
Sachs JBWere, Credit Suisse, BlackRock, Challenger, Mariner,
Colonial First State, Tyndall and Ausbil Dexia.
Those
clients requiring a simpler “model portfolio” approach exclusively
using professionally managed funds owned via an
administration platform are serviced through our Silver
Service Package. Five model portfolios (Pentad
Preferred Portfolios) are maintained, being Conservative,
Income-oriented, Balanced, Growth-oriented and High Growth.
Pentad Preferred Portfolios have been created to meet the
financial goals of our clients within their tolerance for
investment ‘risk’. It is the aim of all astute investors to achieve
appropriate returns from their investments taking into account
these associated risks. Our portfolios are designed to
achieve this desirable outcome for our clients.
With
the ever changing face of investment opportunities, Pentad
reviews the tactical asset allocation of our portfolios every two
months.
Contact
us today on (03) 9813-0133 to find out more about
Pentad's Investment Advice Services and how Pentad can help you
achieve your financial goals.
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