Investment

Pick the ideal people to manage your money.

Trinity Advice is committed to connecting you with the key stakeholders to supervise your finances. Trinity Advice has over 2000 investment managers and products to choose from. Our approach is thorough, and we conduct extensive research to match you with the right manager. We are looking for specialists, not generalists, with a disciplined investment process and style and a long-term, proven record of success.

Portfolio outcomes are ascertained by asset allocation.

Over 90% of the return on a well-managed, diverse investment portfolio is accounted for by asset allocation. As a result, we use an extremely systematic framework to pick the most suitable ‘Strategic Asset Allocation’ for your needs and risk tolerance.

Appropriate awareness of growth assets, such as shares, is crucial for compensating the inflationary consequences and preserving future purchasing power. In retirement, a ‘Dynamic Asset Approach’ — adjusting your investment strategy to cope with market conditions that change and your specific circumstances and provide income stream certainty — may be more beneficial.

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Strategic asset allocation involves taking a longer-term approach and making decisions based on how asset/sub-asset classes behave over long periods.

For example, appropriate exposure to growth assets, such as stocks, is critical for offsetting the inflationary consequences and safeguarding future purchasing power.

However, in superannuation, it may be more advantageous to adopt a “Dynamic Asset Approach,’ which incorporates adjusting your asset allocation to account for fluctuations in the market and your specific circumstances to provide annuity reassurance.