Our Portfolio

High Growth Funds Portfolio

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High Growth Funds Portfolio

The High Growth Fund will invest in high growth and speculative inve

Growth Funds Portfolio

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Growth Funds Portfolio

The Growth Fund will invest mainly in the Australian and Internation

Australian Shares Income Portfolio

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Australian Shares Income Portfolio

The Australian Shares Income Funds mainly concentrates to allocate t

Risk profile based Portfolio

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Risk profile based Portfolio

In the savings scheme, our aim will be to allocate funds in the fixe

Laverne Education Portfolio

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Laverne Education Portfolio

In the Education Portfolio the funds will be invested or allocated i

Laverne Savings Portfolio

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Laverne Savings Portfolio

In the savings scheme, our aim will be to allocate funds in the fixe

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Investment Process

  • Evaluate your investment objectives
  • Choose a portfolio based on your risk profile
  • Obtain your Statement of Advice
  • Invest in your portfolios of choice

Latest Articles

Invesco Pinnacle Hybrid Plus Multi-Manager Target Risk Series

Invesco Pinnacle Hybrid Plus Multi-Manager target-risk series’ lacks a well-defined process and the team suffers from continu

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Goldman Sachs S&P G-MAPS: Long-Term Oriented

The long-term oriented approach is reasonable, but its short track record keeps the Process rating at Average.

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Franklin Templeton Income Model Protfolios: These are Reasonable Offerings

This series of three model portfolios from Franklin Templeton—Growth & Income, Growth & Enhanced Income, and Income—is run by

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