Investment
We have no intention of convincing you of the merits of one investment over another. We will ask you to be open to possibilities and to explore the possible options available.
We are sure we will not outperform the market through any sort of financial wizardry but we will do our best to help you achieve your goals in the best ‘risk adjusted’ way by following a plan, your plan.
In our investment universe we will consider:
DIRECT EQUITIES
Concentrated low cost exposure
MANAGED FUNDS
Professionally managed and diversified
INTERNATIONAL ASSETS AND EXPOSURE
Australia is not the world
LIC AND ETF
Liquid, diversified, accessing particular assets
BONDS
ANNUITIES
CASH
You can never have enough
“Do not teach a donkey to dance. It wastes your time and it infuriates the donkey’’
Mark Twain
Testimonial
“Bruce Broadbent was recommended when we still had a young family in 2006. I’ve typically been risk-averse, so I needed someone to show me how I could protect my family should something happen to me, and also what I needed to do to secure our future as we grew older. Bruce remained our financial advisor even when we spent six years working away from Australia. He has never been pushy, rather he has always provided me with sound advice and invited my feedback on all occasions.
— Ian Clendenning