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. 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."

Portfolio Review Service

Managing your financial success

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. Click to read more

Property Acquisition Service

Taking the legwork and the guesswork out of buying property.

Successful investment property acquisition requires knowledge, experience and a set of unique financial skills.
We bring them all together in this exclusive service for Cutcher & Neale Investment clients. Click to read more

Financial Planning

Plan for financial success and security

Where do you want go? What do you want to do? Who do you want to be? Whatever your dreams and aspirations, we can help you get there.
Together, we'll review your life and financial goals then tailor a plan a action to make it happen.

For more information about any of our services, click here to arrange a no-obligation meeting with Phil Smith or Kristy Purdon.

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