Investment Services

Investment markets are by nature complex, at times volatile and seldom logical. So unless you're fully immersed in them and attuned to their nuances, it can be difficult to reap the rewards that are there to be had for the astute investor.

That's why you need an experienced, trusted partner like Cutcher & Neale Investment Services.

Our approach

Firstly, we take the time to fully understand both your current financial position and goals.

We then tailor a comprehensive investment strategy to match and implement it on your behalf.

Then comes the part we believe is crucial to optimising investment returns; the ongoing management of your portfolio through our exclusive Portfolio Review Service.
This service covers every aspect of diligent day-to-day portfolio management from taking care of the administrative details to taking advantage of the short-term opportunities presented by the market.

Why us

We build your portfolio through direct asset acquisition rather than through third-party Fund Managers. Not only is this cost effective, it means you know exactly how, why and where your money is invested.

We proactively manage your portfolio to maximise returns within your risk parameters. This includes giving you priority access to offers not generally made available to the retail investor.

We protect your financial security by ensuring that the appropriate Estate Planning and Risk Insurance measures are in place.

Most importantly, we've earned the trust and respect of our clients by delivering results.

What our clients say

 "I had some concerns that my previous advisors didn't have as good an understanding of my finances as I would have liked.

Cutcher & Neale really took the time to understand my situation before offering some excellent strategic advice which was implemented in a very professional, systematic way. The results have already had a positive impact on the value of my portfolio.

Overall, I'm comfortable that Cutcher & Neale are the right people to guide my family's financial future".

 "My decision to use Cutcher & Neale was based in part on their reputation. They're a highly respected firm with a long history and that was important to me.

 In particular, I was impressed with their specialist expertise in Self Managed Superannuation and Investment Services.

I'm confident that my financial well-being is in very safe and capable hands."

 
Click here to arrange a no-obligation meeting with Phil Smith or Kristy Purdon.

We also offer a full Financial Planning service.

Cutcher & Neale Investment Services Pty Ltd ABN 38 107 536 783 is an Authorised Representative of Cutcher & Neale Financial Services Pty Ltd ABN 22 160 682 879 AFSL 433814