The Trustee for DRJB Family Trust ABN 37 914 488 689 trading as Baharian Wealth Management is an Authorised Representative Number 1238682 and Credit Representative Number 483843 of FYG Planners Pty Ltd AFSL/ACL No. 224543

An investment in knowledge pays the most interest

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The investing experience shouldn't be a heart stopper.

Staying disciplined through the gyrations, and heart-stopping rises and falls of modern markets isn’t always easy, yet it’s crucial for your long-term investment success.

 

When it comes to investing, we look beyond short-term fads, the panicked reaction, the rumoured sure thing and the ‘my gut feeling is to (whatever)’, and we build an investment portfolio for you that’s based on decades of research and hard, factual evidence. Which puts the odds of financial success in your favour, and is much kinder to your heart.

Our input is based on market data, diversification and calculated investment trade-offs. We always underpin this by delving into decades of research and data and using it to guide our way. In fact, we data test every little thing we can because often the picture it shows us is a crucial decision tool for our clients. We do this because we believe our clients deserve the best odds of success.

 

HOW'S YOUR PORTFOLIO TRACKING?

Get a second opinion and put your portfolio through a hard nosed audit

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