At HPH, our INVESTMENT service is about helping you to create and preserve wealth.

Using professional investment research, our advisory team will assist you with the selection of appropriate investment assets and support your progress via our regular review program.

But successful investing requires much more than just choosing the right investments. Creating and preserving wealth requires long-term commitment and above all, patience. Patience is an essential ingredient to stay the course when the temptation of short-term speculation is strong, to remain invested when fear grips the market and to be invested over the long-term to reap the benefits of compound returns.

Our approach to investment advice could best be described as cautious. We follow a process of disciplined investment selection and regular review whilst making use of an effective administration service to record investment transactions and report on investment performance.

We operate on the basis of informed choice with an emphasis on helping you to understand your investment options and weigh up the associated risks and potential rewards. This means that whilst we do provide recommendations, at no time do we take control of your investment decision-making and all investments bought or sold will always require your written approval.

We begin the investment advice process by asking questions to establish your personal investment profile. Your profile takes into account your knowledge of risk concepts and your attitude towards risk as well as your tendency and capacity for risk. Your answers help us shape an appropriate allocation of your wealth to each of the asset classes:

• Australian shares
• International shares
• Listed Property
• Australian fixed interest
• International fixed interest
• Cash