OUR SERVICES
Investment Management
Investment Management
At Abacus Wealth Solutions, we take a personalised approach to investment management, building strong, lasting relationships with our clients. We stay in regular contact, offering clear guidance and prompt responses to your questions, so you always feel supported.
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Our disciplined investment process ensures your assets are actively managed and well-positioned for changing markets, legislative updates, and life’s transitions. We focus on more than just growing wealth - we help you make smart, strategic decisions that secure your financial future and enhance your quality of life.
Many of our clients borrow money to invest. This is known as ‘gearing.’ If you have borrowed money to invest and you’re making a profit, you are positively geared. If you’re making a loss, you are negatively geared. Negative gearing is a popular tax minimisation strategy.
If you are borrowing to invest, choosing a positively geared investment will increase your income and increase your overall return on investment.
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One form of gearing is margin lending. A margin loan is a line of credit that allows you to borrow money to invest. You can leverage an existing portfolio or create a new investment portfolio to help meet your financial goals.
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Gearing Advice
Investment Structures
We know choosing the right investment structure profoundly impacts your financial well-being, risk management, tax planning, and overall investment success. It’s about building a solid foundation for your wealth. By proactively examining and selecting an appropriate structure—be it a Company, Family Trust, Discretionary Trust, Testementary Trust, or a strategic combination—you ensure your assets are protected, tax liabilities optimised, and long-term goals fully supported.
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Our dedicated team of specialists works hand-in-hand with you to implement robust, flexible structures that adapt to your evolving life, providing peace of mind and sustained growth and preservation of your wealth.
Investing isn’t just about choosing the right assets—it’s about making informed, strategic decisions that align with your goals. Without expert guidance, emotions and behavioural biases can often lead to costly mistakes.
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Some investors react too quickly to market changes, making impulsive decisions they later regret. Others take a ‘set-and-forget’ approach, particularly with superannuation, missing opportunities to optimise their investments.
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At Abacus Wealth Solutions, our investment advisers provide clear, objective advice to help you stay on track. We regularly review your strategy, ensuring it adapts to market shifts, legislative changes, and your evolving financial needs. With expert guidance, you can make confident decisions and maximise every investment opportunity.