Investment portfolio construction and management result in a better financial future
Appropriate investment choices deliver the returns needed to meet your financial goals while managing risk within your comfort zone.
Achieve your goals with a personal, strategic financial plan
Tailored investment options
To help clients navigate the complexities of designing an effective investment strategy, LDB’s financial advice experts utilise a wide range of investments and tax structures to create tailored solutions unique to each client.
Most investment solutions will be built upon a mix of:
- Direct shares
- Managed funds
- Bank accounts, term deposits and direct fixed-interest securities
- Direct and indirect property
- Exchange-traded funds and listed investment companies
To access:
- Cash
- Australian and international fixed interest
- Australian large blue-chip shares and smaller growth companies
- International shares
- Residential and commercial property
- Alternative or specific thematic investments.
“We provide real solutions rather than simple transactions.”
Contact Us
Get help from LDB's financial experts
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Give us a call on (03) 9875 2900 or fill in the contact form to arrange a chat with one of our financial experts.
Portfolio management
LDB’s portfolio management service looks after all that annoying paperwork, keeping track of dividends, distributions, and franking credits, along with all buy and sell transactions and ongoing CGT records.
Clients can log in and see the status of their portfolios at any time, with up-to-date valuations, allowing them to enjoy all the benefits of an individually crafted investment strategy without the associated administrative headaches.
The importance of review
The final piece of the investment strategy and management puzzle is review and rebalancing.
For example, this year’s top-performing asset class may not fare so well next year. Or an investor’s needs and priorities may change.
Left to its own devices, an investment portfolio can become unbalanced, increasing risk without any associated increase in return.
Regular reviews allow these imbalances to be corrected while helping to ensure that the portfolio remains responsive to any changes in the broader economic environment.
Put your money to work
Thanks to the power of compound interest, small differences in returns can make a big difference to the level of future wealth.
A good investment strategy backed up by sound management can help to enhance returns while minimising risk.
Find out more about how a personalised investment portfolio, regular reviews, and painless administration can help you achieve your goals.
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