We advise our clients on investment strategies that can build their wealth. Through our relationship with Partners Wealth Group we have access to deep investment market knowledge and research for listed securities (eg. shares), managed funds and wholesale (unlisted) investments. We recommend new investments for our clients, and advise on the most tax effective structures, whether they are held personally or through investment vehicles such as a family trust or a self-managed super fund. 

Our investment approach 

We take an active management approach to our client's investment portfolios. Through our deep understanding of the macroeconomic environment we focus on ensuring our clients' portfolios are well structured and made up of high-quality diversified asset allocations. Combined with a thorough research-based approach to choosing underlying investments, we believe active management provides superior risk-adjusted returns on investments in the long run when compared to passive portfolios. 

Through our partnership with Partners Wealth Group we bring the best of institutional investment to retail and wholesale advice clients through a unique combination of:

• Deep networks across family offices, wealth management, institutional investment, fund researchers and capital raising pipelines.
• Best of breed fund managers, strategies and direct investment opportunities.
• Forward looking thought leadership driven by an experienced team and independent macroeconomic and investment research.
• Client network of experienced investors to assess appetite and leverage common investment interests.

Tax effective investing 

The Australian tax system is a very important consideration factor when making investment decisions. The benefits of receiving imputation credits with share dividends or a tax deduction for interest paid on borrowing to purchase or improve an investment can significantly enhance investment returns. 

Making contributions to super, commencing an Account Based Pension with super benefits or investing through a family trust can all be tax effective investment strategies. 

We formulate tax effective investment strategies for our clients that help them save tax and make their life journey more rewarding. 

Anseres Capital Investments Pty Ltd AFSL 483842 | ABN 162 823 083 as Investment Manager.