Investing

Direct & Indirect

 

Planning and customising investment portfolios requires detailed comparison of direct and non-direct investment solutions, to give you the best of both worlds.

Our experienced Wealth Advisers are focused on creating an investment plan that suits your life and provides you with an outcome that considers all aspects of your life including your income, growth, tax and risk requirements so you can live the way you want.

Direct investments may include Cash, Term Deposits, Property, Equities or Fixed Income options, while non-direct investments could be comprised of managed, industry, index and retail funds, unit trusts and annuities.

Separately Managed Account

 

Investors often prefer the transparency and flexibility of direct asset ownership, so they know their wealth is on track. However, many people don’t want the responsibility of investment management and trustee duties.

Separately Managed Accounts (SMAs) are customised to include a range of investments. Our SMA is a ‘hands-off’ solution for direct asset ownership, professionally managed by an experienced team with a clear investment philosophy that offers transparency, tax efficiency and a focus on long-term returns.

Individually Managed Account (IMA)

 

A truly customised investment solution, our Individually Managed Account (IMA) is designed for investors who want the benefits of direct assets.

Our experienced Wealth Advisers are focused on creating an investment plan that suits your life and provides you with an outcome that considers all aspects of your life including your income, growth, tax and risk requirements so you can live the way you want.

Mutual Funds

 

Selecting a managed fund that’s right for you can be like finding a needle in a haystack. Privately owned and operated, SBB Wealth has the flexibility required, to advise you on investments designed to suit your individual needs.

We can provide a customised solution to help manage your wealth, so you can live the life you want. Our carefully selected investments focus on long-term growth and performance, to maximise your investment portfolio.